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
$190M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.15M
3
+$6.66M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.77M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.56M

Top Sells

1
+$26.3M
2
+$14.1M
3
+$4.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.21M
5
MAIN icon
Main Street Capital
MAIN
+$3.4M

Sector Composition

1 Energy 4.74%
2 Consumer Staples 1.35%
3 Financials 1%
4 Industrials 0.55%
5 Technology 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
+150
227
$8K ﹤0.01%
+240
228
$8K ﹤0.01%
157
229
$8K ﹤0.01%
+112
230
$8K ﹤0.01%
10
+5
231
$8K ﹤0.01%
+216
232
$8K ﹤0.01%
300
233
$8K ﹤0.01%
+174
234
$7K ﹤0.01%
238
-44
235
$7K ﹤0.01%
+72
236
$7K ﹤0.01%
216
237
$7K ﹤0.01%
632
238
$7K ﹤0.01%
53
+39
239
$7K ﹤0.01%
+192
240
$7K ﹤0.01%
200
241
$7K ﹤0.01%
122
+69
242
$7K ﹤0.01%
+223
243
$7K ﹤0.01%
+159
244
$7K ﹤0.01%
112
245
$7K ﹤0.01%
+122
246
$7K ﹤0.01%
50
247
$7K ﹤0.01%
+550
248
$7K ﹤0.01%
+460
249
$7K ﹤0.01%
116
+76
250
$7K ﹤0.01%
+322
8 9
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