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
201
$104K 0.01%
8,685
202
$100K 0.01%
308
-213
203
$99.4K 0.01%
1,301
+10
204
$97.1K 0.01%
1,650
+17
205
$96.6K 0.01%
1,324
-32
206
$95.4K 0.01%
1,135
+500
207
$94.7K 0.01%
400
208
$94.4K 0.01%
397
-14
209
$91.1K 0.01%
3,574
-112
210
$90.2K 0.01%
1,805
-2
211
$90.1K 0.01%
844
212
$86.3K 0.01%
1,080
+15
213
$83.7K 0.01%
504
+1
214
$82.1K 0.01%
172
-3
215
$81.2K 0.01%
5,050
-42
216
$78K 0.01%
811
217
$78K 0.01%
1,774
+204
218
$77.6K 0.01%
925
+71
219
$75.8K 0.01%
2,314
-119
220
$75.5K 0.01%
750
221
$74.9K 0.01%
1,910
-143
222
$74.7K 0.01%
1,175
-21
223
$74.5K 0.01%
417
+184
224
$73.8K 0.01%
108
225
$72.9K 0.01%
171
7 8
9
10 11