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
751
$1.35K ﹤0.01%
36
752
$1.35K ﹤0.01%
36
753
$1.33K ﹤0.01%
30
754
$1.33K ﹤0.01%
40
755
$1.32K ﹤0.01%
29
-264
756
$1.31K ﹤0.01%
14
757
$1.28K ﹤0.01%
33
758
$1.27K ﹤0.01%
15
759
$1.25K ﹤0.01%
77
760
$1.25K ﹤0.01%
38
+7
761
$1.25K ﹤0.01%
125
-18
762
$1.24K ﹤0.01%
9
763
$1.21K ﹤0.01%
3
764
$1.18K ﹤0.01%
12
+4
765
$1.15K ﹤0.01%
5
766
$1.15K ﹤0.01%
31
767
$1.15K ﹤0.01%
11
768
$1.14K ﹤0.01%
18
769
$1.14K ﹤0.01%
5
770
$1.12K ﹤0.01%
8
+1
771
$1.11K ﹤0.01%
400
772
$1.11K ﹤0.01%
22
773
$1.09K ﹤0.01%
+13
774
$1.07K ﹤0.01%
35
-1
775
$1.06K ﹤0.01%
2
29 30
31
32 33