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
601
$5.21K ﹤0.01%
76
602
$5.21K ﹤0.01%
+163
603
$5.21K ﹤0.01%
63
-24
604
$5.17K ﹤0.01%
41
605
$5.13K ﹤0.01%
105
-20
606
$5.01K ﹤0.01%
309
+1
607
$5.01K ﹤0.01%
25
-25
608
$4.95K ﹤0.01%
197
609
$4.94K ﹤0.01%
65
610
$4.94K ﹤0.01%
25
+5
611
$4.92K ﹤0.01%
+59
612
$4.79K ﹤0.01%
16
613
$4.78K ﹤0.01%
103
614
$4.77K ﹤0.01%
100
615
$4.76K ﹤0.01%
97
+42
616
$4.53K ﹤0.01%
+230
617
$4.5K ﹤0.01%
119
618
$4.48K ﹤0.01%
23
-13
619
$4.3K ﹤0.01%
250
620
$4.29K ﹤0.01%
65
-34
621
$4.2K ﹤0.01%
14
-4
622
$4.17K ﹤0.01%
69
623
$4.13K ﹤0.01%
34
-46
624
$4.13K ﹤0.01%
32
625
$4.12K ﹤0.01%
34
+22
23 24
25
26 27