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
201
$8K ﹤0.01%
425
202
$8K ﹤0.01%
+200
203
$7K ﹤0.01%
161
204
$7K ﹤0.01%
175
-200
205
$7K ﹤0.01%
120
206
$7K ﹤0.01%
+88
207
$6K ﹤0.01%
110
208
$6K ﹤0.01%
400
-2,192
209
$6K ﹤0.01%
400
210
$6K ﹤0.01%
200
211
$6K ﹤0.01%
137
212
$6K ﹤0.01%
76
213
$5K ﹤0.01%
70
214
$5K ﹤0.01%
+214
215
$5K ﹤0.01%
+140
216
$5K ﹤0.01%
550
217
$4K ﹤0.01%
+82
218
$4K ﹤0.01%
68
219
$4K ﹤0.01%
400
220
$4K ﹤0.01%
49
221
$3K ﹤0.01%
50
222
$3K ﹤0.01%
100
223
$3K ﹤0.01%
90
224
$3K ﹤0.01%
+100
225
$3K ﹤0.01%
324
7 8
9
10 11