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
176
$144K 0.02%
+648
177
$142K 0.01%
851
-8
178
$142K 0.01%
1,497
-4
179
$138K 0.01%
456
+1
180
$138K 0.01%
1,826
-9
181
$137K 0.01%
553
-97
182
$132K 0.01%
287
+4
183
$129K 0.01%
469
+390
184
$128K 0.01%
227
+8
185
$128K 0.01%
635
-1
186
$126K 0.01%
753
+282
187
$123K 0.01%
3,460
+12
188
$120K 0.01%
247
+6
189
$120K 0.01%
462
+12
190
$116K 0.01%
233
191
$116K 0.01%
3,219
192
$116K 0.01%
2,032
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193
$113K 0.01%
2,275
-358,825
194
$113K 0.01%
3,392
-1,143
195
$111K 0.01%
441
196
$110K 0.01%
138
-1
197
$110K 0.01%
226
+18
198
$108K 0.01%
2,330
199
$106K 0.01%
9,475
200
$104K 0.01%
764
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6 7
8
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