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
101
$48K 0.02%
550
102
$47K 0.02%
3,576
103
$47K 0.02%
1,838
104
$45K 0.02%
+1,100
105
$43K 0.02%
400
106
$42K 0.02%
714
107
$42K 0.02%
951
108
$41K 0.02%
248
109
$40K 0.01%
394
110
$39K 0.01%
1,000
111
$39K 0.01%
400
112
$38K 0.01%
+935
113
$37K 0.01%
2,556
114
$36K 0.01%
1,500
115
$36K 0.01%
+1,740
116
$35K 0.01%
132
117
$35K 0.01%
412
+401
118
$33K 0.01%
120
+20
119
$33K 0.01%
280
120
$31K 0.01%
+303
121
$31K 0.01%
220
122
$31K 0.01%
+1,090
123
$29K 0.01%
1,886
+234
124
$28K 0.01%
+1,773
125
$28K 0.01%
2,583
3 4
5
6 7