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
76
$789K 0.08%
7,112
+49
77
$764K 0.08%
2,174
+812
78
$759K 0.08%
6,130
+30
79
$756K 0.08%
7,876
+1,499
80
$754K 0.08%
1
81
$750K 0.08%
1,678
-10
82
$741K 0.08%
11,087
-34
83
$732K 0.08%
2,113
+2
84
$727K 0.08%
786
+242
85
$726K 0.08%
1,720
+16
86
$716K 0.07%
938
-41
87
$660K 0.07%
4,070
+17
88
$629K 0.07%
7,638
+44
89
$623K 0.06%
4,055
-31
90
$622K 0.06%
6,912
+42
91
$605K 0.06%
1,212
+4
92
$589K 0.06%
6,228
+25
93
$585K 0.06%
11,337
+152
94
$563K 0.06%
3,936
-161
95
$560K 0.06%
2,788
+16
96
$542K 0.06%
5,273
+33
97
$533K 0.06%
6,305
+32
98
$525K 0.05%
4,380
+1,550
99
$502K 0.05%
431
+2
100
$484K 0.05%
+3,457
2 3
4
5 6