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
51
$1.63M 0.17%
4,599
+1,331
52
$1.6M 0.17%
33,490
-3,372
53
$1.57M 0.16%
6,861
+1,319
54
$1.54M 0.16%
2,093
+53
55
$1.29M 0.13%
5,566
+11
56
$1.28M 0.13%
8,038
+228
57
$1.27M 0.13%
5,206
+19
58
$1.25M 0.13%
15,105
-189
59
$1.24M 0.13%
2,474
+56
60
$1.19M 0.12%
8,606
-1,740
61
$1.14M 0.12%
7,349
+254
62
$1.13M 0.12%
3,420
+3,248
63
$1.06M 0.11%
+15,609
64
$998K 0.1%
16,115
-5,059
65
$957K 0.1%
14,728
+5,536
66
$956K 0.1%
3,926
+6
67
$949K 0.1%
9,421
-1,385
68
$918K 0.1%
6,348
+197
69
$905K 0.09%
2,233
+15
70
$901K 0.09%
5,570
+2,990
71
$879K 0.09%
7,965
+17
72
$862K 0.09%
4,693
-121
73
$825K 0.09%
2,932
-8
74
$816K 0.08%
6,090
-52
75
$802K 0.08%
11,728
-81
1 2
3
4 5