FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
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
+$11.8M
3
+$4.83M
4
GL icon
Globe Life
GL
+$3.53M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$2.78M

Top Sells

1
+$24.8M
2
+$15.9M
3
+$5.09M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.75M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.61M

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
276
$1K ﹤0.01%
8
277
$1K ﹤0.01%
205
278
$1K ﹤0.01%
23
279
$1K ﹤0.01%
8
280
$1K ﹤0.01%
47
281
$1K ﹤0.01%
+66
282
$1K ﹤0.01%
16
283
$1K ﹤0.01%
42
284
$1K ﹤0.01%
75
285
$1K ﹤0.01%
27
286
$1K ﹤0.01%
40
287
$1K ﹤0.01%
24
288
$1K ﹤0.01%
10
289
$1K ﹤0.01%
+67
290
$1K ﹤0.01%
69
291
$1K ﹤0.01%
27
292
$1K ﹤0.01%
98
293
$1K ﹤0.01%
71
294
$1K ﹤0.01%
+23
295
– –
-1,800
296
– –
-138
297
– –
-1,000
298
– –
-114
299
$0 ﹤0.01%
9
300
– –
-100
10 11
12
13 14