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
726
$1.82K ﹤0.01%
104
-5
727
$1.78K ﹤0.01%
54
-6
728
$1.73K ﹤0.01%
5
729
$1.73K ﹤0.01%
11
730
$1.68K ﹤0.01%
4
731
$1.66K ﹤0.01%
20
732
$1.66K ﹤0.01%
15
733
$1.63K ﹤0.01%
3
734
$1.6K ﹤0.01%
37
+1
735
$1.58K ﹤0.01%
+9
736
$1.57K ﹤0.01%
15
737
$1.54K ﹤0.01%
5
738
$1.49K ﹤0.01%
10
739
$1.47K ﹤0.01%
18
740
$1.47K ﹤0.01%
16
-6
741
$1.47K ﹤0.01%
28
742
$1.44K ﹤0.01%
+17
743
$1.44K ﹤0.01%
7
744
$1.4K ﹤0.01%
73
-68
745
$1.39K ﹤0.01%
24
746
$1.38K ﹤0.01%
10
747
$1.38K ﹤0.01%
37
-2
748
$1.37K ﹤0.01%
12
749
$1.35K ﹤0.01%
19
-3
750
$1.35K ﹤0.01%
7
28 29
30
31 32