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
451
$15.9K ﹤0.01%
1,000
452
$15.8K ﹤0.01%
26
453
$15.8K ﹤0.01%
500
+400
454
$15.7K ﹤0.01%
97
-2
455
$15.7K ﹤0.01%
332
-31
456
$15.6K ﹤0.01%
162
-43
457
$15.6K ﹤0.01%
+1,997
458
$15.5K ﹤0.01%
138
-3
459
$15.4K ﹤0.01%
205
+7
460
$15.3K ﹤0.01%
374
+9
461
$15.3K ﹤0.01%
251
-119
462
$15.3K ﹤0.01%
62
463
$15.2K ﹤0.01%
318
-10
464
$15.2K ﹤0.01%
51
-16
465
$15.1K ﹤0.01%
211
+55
466
$15K ﹤0.01%
222
+7
467
$14.7K ﹤0.01%
176
-2
468
$14.2K ﹤0.01%
46
-10
469
$14.2K ﹤0.01%
115
+1
470
$14.2K ﹤0.01%
82
-2
471
$14K ﹤0.01%
51
472
$13.9K ﹤0.01%
108
473
$13.9K ﹤0.01%
193
+5
474
$13.8K ﹤0.01%
232
-68
475
$13.6K ﹤0.01%
89
17 18
19
20 21