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
$961M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.1M
3
+$9.16M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.31M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.18M

Top Sells

1
+$17.9M
2
+$10.2M
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
UPS icon
576
United Parcel Service
UPS
$83B
$6.26K ﹤0.01%
75
+71
XYL icon
577
Xylem
XYL
$34.3B
$6.2K ﹤0.01%
42
+41
SCHD icon
578
Schwab US Dividend Equity ETF
SCHD
$71.6B
$6.14K ﹤0.01%
225
-1,057
SEDG icon
579
SolarEdge
SEDG
$1.89B
$6.14K ﹤0.01%
166
KR icon
580
Kroger
KR
$44.1B
$6.13K ﹤0.01%
91
HWM icon
581
Howmet Aerospace
HWM
$78.3B
$6.08K ﹤0.01%
31
+8
BBY icon
582
Best Buy
BBY
$15.7B
$6.06K ﹤0.01%
79
HUM icon
583
Humana
HUM
$30.9B
$6K ﹤0.01%
23
+13
FICO icon
584
Fair Isaac
FICO
$41.7B
$5.99K ﹤0.01%
4
MDLZ icon
585
Mondelez International
MDLZ
$71.9B
$5.98K ﹤0.01%
95
-179
DECK icon
586
Deckers Outdoor
DECK
$14B
$5.98K ﹤0.01%
59
RDDT icon
587
Reddit
RDDT
$42.3B
$5.75K ﹤0.01%
25
APP icon
588
Applovin
APP
$224B
$5.75K ﹤0.01%
+8
OMC icon
589
Omnicom Group
OMC
$22.4B
$5.67K ﹤0.01%
69
DOV icon
590
Dover
DOV
$26B
$5.5K ﹤0.01%
33
NI icon
591
NiSource
NI
$19.9B
$5.5K ﹤0.01%
127
-2
AMTM
592
Amentum Holdings
AMTM
$7.02B
$5.46K ﹤0.01%
228
STT icon
593
State Street
STT
$33.7B
$5.45K ﹤0.01%
47
+15
IUSV icon
594
iShares Core S&P US Value ETF
IUSV
$24B
$5.4K ﹤0.01%
54
ITUB icon
595
Itaú Unibanco
ITUB
$84.5B
$5.39K ﹤0.01%
+734
AVY icon
596
Avery Dennison
AVY
$13.5B
$5.35K ﹤0.01%
33
ODFL icon
597
Old Dominion Freight Line
ODFL
$31.3B
$5.35K ﹤0.01%
38
-9
DB icon
598
Deutsche Bank
DB
$69.2B
$5.35K ﹤0.01%
151
-113
L icon
599
Loews
L
$21.8B
$5.32K ﹤0.01%
53
FCTE
600
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$249M
$5.32K ﹤0.01%
200
22 23
24
25 26