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
626
$4K ﹤0.01%
200
-261
627
$3.99K ﹤0.01%
28
-1
628
$3.97K ﹤0.01%
21
-1
629
$3.93K ﹤0.01%
23
630
$3.89K ﹤0.01%
425
631
$3.79K ﹤0.01%
144
632
$3.75K ﹤0.01%
84
-34
633
$3.73K ﹤0.01%
174
+1
634
$3.7K ﹤0.01%
100
-501
635
$3.58K ﹤0.01%
46
-14
636
$3.54K ﹤0.01%
38
637
$3.53K ﹤0.01%
65
+19
638
$3.45K ﹤0.01%
100
639
$3.43K ﹤0.01%
600
640
$3.38K ﹤0.01%
75
-56
641
$3.31K ﹤0.01%
47
642
$3.25K ﹤0.01%
50
643
$3.23K ﹤0.01%
140
644
$3.22K ﹤0.01%
10
+5
645
$3.2K ﹤0.01%
23
646
$3.18K ﹤0.01%
19
647
$3.18K ﹤0.01%
88
648
$3.18K ﹤0.01%
400
649
$3.17K ﹤0.01%
50
650
$3.15K ﹤0.01%
38
24 25
26
27 28