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
176
$11K ﹤0.01%
+265
177
$11K ﹤0.01%
112
178
$11K ﹤0.01%
+166
179
$10K ﹤0.01%
201
+51
180
$10K ﹤0.01%
36
181
$10K ﹤0.01%
43
182
$10K ﹤0.01%
632
183
$10K ﹤0.01%
225
184
$10K ﹤0.01%
864
-1,372,902
185
$10K ﹤0.01%
+191
186
$10K ﹤0.01%
+197
187
$10K ﹤0.01%
700
188
$9K ﹤0.01%
565
189
$9K ﹤0.01%
66
-66
190
$9K ﹤0.01%
200
191
$9K ﹤0.01%
1,732
192
$9K ﹤0.01%
+51
193
$8K ﹤0.01%
+97
194
$8K ﹤0.01%
30
195
$8K ﹤0.01%
+71
196
$8K ﹤0.01%
210
+60
197
$8K ﹤0.01%
138
198
$8K ﹤0.01%
1,880
-10,080
199
$8K ﹤0.01%
110
200
$8K ﹤0.01%
108
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