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
651
$3.12K ﹤0.01%
+125
652
$3.1K ﹤0.01%
10
653
$3.08K ﹤0.01%
+46
654
$3.07K ﹤0.01%
150
655
$3.05K ﹤0.01%
29
-4
656
$3.01K ﹤0.01%
29
657
$3K ﹤0.01%
+100
658
$2.99K ﹤0.01%
400
659
$2.96K ﹤0.01%
115
660
$2.94K ﹤0.01%
480
661
$2.93K ﹤0.01%
94
662
$2.91K ﹤0.01%
98
663
$2.9K ﹤0.01%
83
+15
664
$2.88K ﹤0.01%
64
665
$2.87K ﹤0.01%
4
666
$2.85K ﹤0.01%
53
667
$2.85K ﹤0.01%
13
668
$2.83K ﹤0.01%
114
+62
669
$2.78K ﹤0.01%
31
670
$2.77K ﹤0.01%
13
671
$2.76K ﹤0.01%
110
672
$2.74K ﹤0.01%
29
-2
673
$2.67K ﹤0.01%
14
674
$2.66K ﹤0.01%
+50
675
$2.6K ﹤0.01%
73
25 26
27
28 29