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
26
$1.13M 0.42%
26,183
-80
27
$1.05M 0.39%
18,752
-3,240
28
$873K 0.32%
8,580
29
$698K 0.26%
3,810
30
$569K 0.21%
6,208
31
$496K 0.18%
8,034
+4,034
32
$439K 0.16%
14,150
33
$420K 0.15%
1,415
-35
34
$412K 0.15%
3,721
+500
35
$407K 0.15%
16,667
36
$358K 0.13%
13,256
37
$357K 0.13%
3,724
+1,002
38
$327K 0.12%
17,558
39
$291K 0.11%
2,120
+200
40
$288K 0.11%
+3,073
41
$287K 0.11%
2,063
+1,458
42
$281K 0.1%
2,386
43
$275K 0.1%
1,320
+170
44
$253K 0.09%
6,190
45
$244K 0.09%
2,058
46
$228K 0.08%
3,000
47
$227K 0.08%
2,217
48
$221K 0.08%
2,600
49
$214K 0.08%
6,287
-127
50
$210K 0.08%
7,353
-116
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2
3 4 5