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
$302M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.55M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$3.79M

Top Sells

1
+$9.06M
2
+$5.06M
3
+$4.23M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$4.23M
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$3.46M

Sector Composition

1 Financials 2.18%
2 Energy 1.43%
3 Technology 0.85%
4 Utilities 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
150
252
$3K ﹤0.01%
132
253
$3K ﹤0.01%
170
254
$3K ﹤0.01%
149
255
$3K ﹤0.01%
72
256
$3K ﹤0.01%
29
257
$3K ﹤0.01%
200
258
$3K ﹤0.01%
27
259
$3K ﹤0.01%
1,000
260
$3K ﹤0.01%
195
261
$3K ﹤0.01%
41
262
$3K ﹤0.01%
16
263
$3K ﹤0.01%
61
264
$3K ﹤0.01%
+55
265
$2K ﹤0.01%
4
266
$2K ﹤0.01%
13
267
$2K ﹤0.01%
54
268
$2K ﹤0.01%
110
-4
269
$2K ﹤0.01%
74
-1
270
$2K ﹤0.01%
+110
271
$2K ﹤0.01%
+500
272
$2K ﹤0.01%
6
273
$2K ﹤0.01%
8
274
$2K ﹤0.01%
100
275
$2K ﹤0.01%
+57
9 10
11
12 13