FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
276
$1K ﹤0.01%
75
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8
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23
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+67
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$1K ﹤0.01%
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$1K ﹤0.01%
27
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+23
295
– –
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296
– –
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297
$0 ﹤0.01%
16
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– –
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299
$0 ﹤0.01%
32
300
$0 ﹤0.01%
71
10 11
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