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
126
$27K 0.01%
496
127
$27K 0.01%
360
128
$27K 0.01%
306
129
$25K 0.01%
+984
130
$24K 0.01%
1,500
131
$24K 0.01%
125
132
$24K 0.01%
571
133
$24K 0.01%
1,000
134
$23K 0.01%
2,828
135
$22K 0.01%
821
136
$22K 0.01%
350
137
$22K 0.01%
567
138
$21K 0.01%
200
139
$21K 0.01%
717
-173,926
140
$21K 0.01%
13,538
141
$21K 0.01%
+568
142
$20K 0.01%
675
143
$20K 0.01%
375
144
$19K 0.01%
500
145
$19K 0.01%
1,170
146
$19K 0.01%
910
147
$18K 0.01%
+344
148
$17K 0.01%
191
149
$17K 0.01%
1,012
-304
150
$17K 0.01%
352
4 5
6
7 8