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
$614M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.65M
3
+$3.38M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.15M
5
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.14M

Top Sells

1
+$32.5M
2
+$3.23M
3
+$2.27M
4
HOMB icon
Home BancShares
HOMB
+$1.19M
5
FDHY icon
Fidelity High Yield Factor ETF
FDHY
+$1.02M

Sector Composition

1 Technology 2.63%
2 Financials 2.49%
3 Healthcare 1.29%
4 Energy 1.15%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68K 0.01%
239
-3
227
$68K 0.01%
228
228
$67K 0.01%
+984
229
$67K 0.01%
279
230
$66K 0.01%
446
-10
231
$64K 0.01%
1,358
232
$63K 0.01%
2,675
-41
233
$63K 0.01%
539
+500
234
$63K 0.01%
281
+45
235
$62K 0.01%
569
+49
236
$61K 0.01%
662
-11
237
$61K 0.01%
1,413
-22
238
$60K 0.01%
1,104
-522
239
$60K 0.01%
451
-7
240
$58K 0.01%
642
+36
241
$58K 0.01%
1,928
242
$58K 0.01%
305
-2
243
$56K 0.01%
1,170
-984
244
$56K 0.01%
295
245
$55K 0.01%
158
246
$55K 0.01%
278
247
$54K 0.01%
693
248
$54K 0.01%
+193
249
$54K 0.01%
855
+195
250
$54K 0.01%
5,401
8 9
10
11 12