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
26
$6.53M 0.68%
25,630
+4,898
27
$5.91M 0.62%
120,596
+6,198
28
$5.91M 0.62%
31,670
+3,654
29
$4.09M 0.43%
62,925
-381
30
$3.56M 0.37%
11,277
+38
31
$3.39M 0.35%
63,443
-438
32
$3.31M 0.34%
6,393
+307
33
$2.8M 0.29%
24,828
-1,606
34
$2.47M 0.26%
11,236
+1,937
35
$2.43M 0.25%
24,489
-2,462
36
$2.37M 0.25%
83,791
-214
37
$2.32M 0.24%
90,227
-7,609
38
$2.32M 0.24%
13,426
-709
39
$2.31M 0.24%
+90,963
40
$2.3M 0.24%
50,550
-2,293
41
$2.17M 0.23%
33,198
+32,998
42
$2.12M 0.22%
+14,566
43
$2.04M 0.21%
11,669
+11,243
44
$2.02M 0.21%
22,542
+386
45
$2.02M 0.21%
20,270
+500
46
$2.01M 0.21%
4,529
-97
47
$1.96M 0.2%
5,927
-1,009
48
$1.9M 0.2%
17,221
+250
49
$1.75M 0.18%
8,369
-814
50
$1.7M 0.18%
18,548
-269
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