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
151
$16K 0.01%
+418
152
$16K 0.01%
140
153
$15K 0.01%
925
154
$15K 0.01%
450
155
$14K 0.01%
491
156
$14K 0.01%
890
157
$14K 0.01%
103
158
$14K 0.01%
100
159
$14K 0.01%
1,000
160
$13K ﹤0.01%
25
161
$13K ﹤0.01%
1,000
162
$13K ﹤0.01%
127
163
$12K ﹤0.01%
225
164
$12K ﹤0.01%
1,000
165
$12K ﹤0.01%
200
-200
166
$12K ﹤0.01%
632
167
$12K ﹤0.01%
225
+75
168
$12K ﹤0.01%
+348
169
$12K ﹤0.01%
460
170
$12K ﹤0.01%
+47
171
$12K ﹤0.01%
+500
172
$11K ﹤0.01%
289
-1
173
$11K ﹤0.01%
+187
174
$11K ﹤0.01%
63
175
$11K ﹤0.01%
100
5 6
7
8 9