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
251
$7K ﹤0.01%
300
252
$7K ﹤0.01%
+244
253
$7K ﹤0.01%
+114
254
$6K ﹤0.01%
+63
255
$6K ﹤0.01%
+151
256
$6K ﹤0.01%
+121
257
$6K ﹤0.01%
+114
258
$6K ﹤0.01%
250
259
$6K ﹤0.01%
+25
260
$6K ﹤0.01%
+165
261
$6K ﹤0.01%
106
+66
262
$6K ﹤0.01%
+551
263
$6K ﹤0.01%
+70
264
$6K ﹤0.01%
+57
265
$6K ﹤0.01%
1,402
266
$5K ﹤0.01%
750
267
$5K ﹤0.01%
+69
268
$5K ﹤0.01%
+62
269
$5K ﹤0.01%
30
270
$5K ﹤0.01%
146
271
$5K ﹤0.01%
+134
272
$5K ﹤0.01%
+56
273
$5K ﹤0.01%
38
274
$5K ﹤0.01%
+141
275
$5K ﹤0.01%
350
9 10
11
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