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
$961M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.73M
3
+$8.82M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.22M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M

Top Sells

1
+$17.8M
2
+$9.93M
3
+$8.52M
4
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$2.78M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.45M

Sector Composition

1 Technology 3.17%
2 Financials 1.77%
3 Consumer Discretionary 0.91%
4 Healthcare 0.83%
5 Energy 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33.2K ﹤0.01%
1,706
302
$33.2K ﹤0.01%
540
-162
303
$33.1K ﹤0.01%
1,719
-126
304
$33K ﹤0.01%
544
-177
305
$31.2K ﹤0.01%
380
+200
306
$31.1K ﹤0.01%
141
-3
307
$31K ﹤0.01%
1,077
-903
308
$30.8K ﹤0.01%
365
309
$30.8K ﹤0.01%
178
-5
310
$30.6K ﹤0.01%
1,250
-95
311
$30.5K ﹤0.01%
96
312
$30.4K ﹤0.01%
454
-139
313
$29.8K ﹤0.01%
761
-96
314
$29.8K ﹤0.01%
537
-87
315
$29.8K ﹤0.01%
76
+16
316
$29.4K ﹤0.01%
168
+7
317
$29.3K ﹤0.01%
1,580
-490
318
$29.2K ﹤0.01%
118
-37
319
$28.7K ﹤0.01%
251
-3,820
320
$28.7K ﹤0.01%
189
+5
321
$28.6K ﹤0.01%
110
-1
322
$28.4K ﹤0.01%
2,114
323
$28.3K ﹤0.01%
+1,527
324
$28.3K ﹤0.01%
303
-89
325
$28.2K ﹤0.01%
494
+9
11 12
13
14 15