FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$25.3M
2
+$9.05M
3
+$6.46M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.41M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.09M

Top Sells

1
+$26.3M
2
+$14M
3
+$4.54M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
MAIN icon
Main Street Capital
MAIN
+$3.3M

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%
+112
227
$8K ﹤0.01%
10
+5
228
$8K ﹤0.01%
+216
229
$8K ﹤0.01%
300
230
$8K ﹤0.01%
+174
231
$8K ﹤0.01%
+109
232
$8K ﹤0.01%
+238
233
$8K ﹤0.01%
+105
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%
122
+69
240
$7K ﹤0.01%
+122
241
$7K ﹤0.01%
50
242
$7K ﹤0.01%
+550
243
$7K ﹤0.01%
+460
244
$7K ﹤0.01%
116
+76
245
$7K ﹤0.01%
+322
246
$7K ﹤0.01%
300
247
$7K ﹤0.01%
+244
248
$7K ﹤0.01%
+114
249
$7K ﹤0.01%
+192
250
$7K ﹤0.01%
200
8 9
10
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