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
501
$11.7K ﹤0.01%
60
502
$11.7K ﹤0.01%
1,115
-342
503
$11.6K ﹤0.01%
15
+4
504
$11.6K ﹤0.01%
37
-1
505
$11.3K ﹤0.01%
29
506
$11.2K ﹤0.01%
20
507
$11.1K ﹤0.01%
50
508
$11.1K ﹤0.01%
33
-6
509
$10.9K ﹤0.01%
110
-34
510
$10.9K ﹤0.01%
215
+26
511
$10.8K ﹤0.01%
57
+8
512
$10.8K ﹤0.01%
123
513
$10.7K ﹤0.01%
342
-626
514
$10.6K ﹤0.01%
70
515
$10.5K ﹤0.01%
2,007
-628
516
$10.5K ﹤0.01%
11
+1
517
$10.5K ﹤0.01%
137
-315
518
$10.5K ﹤0.01%
500
519
$10.5K ﹤0.01%
55
520
$10.4K ﹤0.01%
314
+300
521
$10.3K ﹤0.01%
409
-125
522
$10.3K ﹤0.01%
753
-2,248
523
$10.2K ﹤0.01%
59
+11
524
$10.1K ﹤0.01%
76
525
$10K ﹤0.01%
141
19 20
21
22 23