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
101
$464K 0.05%
816
+253
102
$464K 0.05%
1,939
+949
103
$462K 0.05%
4,482
-116
104
$461K 0.05%
3,639
-53
105
$457K 0.05%
5,231
-123
106
$444K 0.05%
+9,027
107
$443K 0.05%
4,744
-60
108
$440K 0.05%
2,585
+20
109
$429K 0.04%
1,902
+12
110
$427K 0.04%
3,014
+10
111
$424K 0.04%
1,555
+9
112
$423K 0.04%
6,793
113
$401K 0.04%
5,979
+5,310
114
$397K 0.04%
1,407
+14
115
$395K 0.04%
862
116
$389K 0.04%
3,098
+20
117
$389K 0.04%
617
+4
118
$384K 0.04%
4,887
+95
119
$374K 0.04%
1,200
+3
120
$362K 0.04%
1,797
-44
121
$358K 0.04%
6,418
+185
122
$351K 0.04%
1,165
+22
123
$348K 0.04%
5,498
+5,004
124
$346K 0.04%
1,783
-50
125
$343K 0.04%
813
+7
3 4
5
6 7