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
526
$9.8K ﹤0.01%
136
527
$9.67K ﹤0.01%
666
528
$9.62K ﹤0.01%
114
+34
529
$9.6K ﹤0.01%
96
530
$9.56K ﹤0.01%
37
-1
531
$9.44K ﹤0.01%
52
532
$9.3K ﹤0.01%
262
533
$9.05K ﹤0.01%
414
-5
534
$8.99K ﹤0.01%
38
+18
535
$8.99K ﹤0.01%
3,256
-981
536
$8.91K ﹤0.01%
900
537
$8.91K ﹤0.01%
36
538
$8.79K ﹤0.01%
15
539
$8.77K ﹤0.01%
147
-73
540
$8.68K ﹤0.01%
592
-177
541
$8.67K ﹤0.01%
30
-1
542
$8.62K ﹤0.01%
29
543
$8.49K ﹤0.01%
100
544
$8.3K ﹤0.01%
9
545
$8.28K ﹤0.01%
123
-4
546
$8.16K ﹤0.01%
136
547
$8.05K ﹤0.01%
189
+23
548
$8.04K ﹤0.01%
80
-40
549
$8.04K ﹤0.01%
1
550
$7.82K ﹤0.01%
70
-24
20 21
22
23 24