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
76
$82K 0.03%
1,200
77
$77K 0.03%
356
78
$75K 0.03%
3,240
79
$74K 0.03%
1,000
80
$74K 0.03%
2,106
+2,042
81
$74K 0.03%
591
+128
82
$74K 0.03%
600
83
$71K 0.03%
1,060
84
$68K 0.03%
1,227
-125
85
$68K 0.03%
1,045
86
$67K 0.02%
443
-495
87
$65K 0.02%
780
88
$65K 0.02%
416
89
$60K 0.02%
3,300
+1,500
90
$60K 0.02%
1,000
91
$59K 0.02%
350
92
$59K 0.02%
285
-40
93
$56K 0.02%
2,150
94
$56K 0.02%
+2,600
95
$53K 0.02%
450
96
$51K 0.02%
+712
97
$50K 0.02%
655
98
$50K 0.02%
833
-211
99
$48K 0.02%
592
+22
100
$48K 0.02%
1,698
2 3
4
5 6