FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.7M
3
+$4.78M
4
GL icon
Globe Life
GL
+$3.35M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$2.88M

Top Sells

1
+$24.9M
2
+$16.2M
3
+$5.08M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.75M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.6M

Sector Composition

1 Financials 2.36%
2 Energy 1.57%
3 Technology 0.84%
4 Utilities 0.52%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
7
252
$2K ﹤0.01%
+13
253
$2K ﹤0.01%
114
254
$2K ﹤0.01%
75
255
$2K ﹤0.01%
132
256
$2K ﹤0.01%
+6
257
$2K ﹤0.01%
100
258
$2K ﹤0.01%
+16
259
$2K ﹤0.01%
14
260
$2K ﹤0.01%
21
261
$2K ﹤0.01%
200
262
$2K ﹤0.01%
482
263
$2K ﹤0.01%
96
264
$2K ﹤0.01%
67
265
$2K ﹤0.01%
74
266
$2K ﹤0.01%
84
267
$2K ﹤0.01%
195
268
$2K ﹤0.01%
+41
269
$2K ﹤0.01%
+42
270
$2K ﹤0.01%
+22
271
$1K ﹤0.01%
42
272
$1K ﹤0.01%
7
273
$1K ﹤0.01%
20
274
$1K ﹤0.01%
17
275
$1K ﹤0.01%
38
9 10
11
12 13