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
901
$294 ﹤0.01%
5
902
$293 ﹤0.01%
4
903
$289 ﹤0.01%
+10
904
$287 ﹤0.01%
1
905
$284 ﹤0.01%
8
906
$283 ﹤0.01%
2
907
$283 ﹤0.01%
5
908
$275 ﹤0.01%
+5
909
$263 ﹤0.01%
3
910
$259 ﹤0.01%
2
911
$258 ﹤0.01%
2
912
$258 ﹤0.01%
6
913
$251 ﹤0.01%
4
914
$246 ﹤0.01%
3
915
$219 ﹤0.01%
3
916
$215 ﹤0.01%
+2
917
$214 ﹤0.01%
2
918
$210 ﹤0.01%
+4
919
$205 ﹤0.01%
3
920
$201 ﹤0.01%
1
921
$200 ﹤0.01%
7
922
$197 ﹤0.01%
5
923
$193 ﹤0.01%
+1
924
$192 ﹤0.01%
40
925
$185 ﹤0.01%
16
35 36
37
38 39