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
$271M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.8M
3
+$4.83M
4
GL icon
Globe Life
GL
+$3.53M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$2.78M

Top Sells

1
+$24.8M
2
+$15.9M
3
+$5.09M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.75M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.61M

Sector Composition

1 Financials 2.36%
2 Energy 1.57%
3 Technology 0.84%
4 Utilities 0.52%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.07%
5,670
-334
52
$186K 0.07%
5,568
53
$185K 0.07%
2,306
+143
54
$179K 0.07%
825
+63
55
$175K 0.06%
3,066
+731
56
$168K 0.06%
1,500
57
$151K 0.06%
3,049
-200
58
$142K 0.05%
1,640
-920
59
$142K 0.05%
799
60
$133K 0.05%
+1,514
61
$126K 0.05%
2,999
62
$123K 0.05%
950
63
$119K 0.04%
2,303
64
$118K 0.04%
+4,144
65
$105K 0.04%
1,800
+600
66
$98K 0.04%
754
-86
67
$97K 0.04%
640
-42
68
$93K 0.03%
+517
69
$91K 0.03%
3,108
+2
70
$90K 0.03%
2,271
71
$87K 0.03%
1,613
-255
72
$86K 0.03%
3,273
-38
73
$86K 0.03%
1,580
+17
74
$84K 0.03%
+4,000
75
$82K 0.03%
1,573
1 2
3
4 5