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
251
$53K 0.01%
480
-12
252
$53K 0.01%
1,500
253
$53K 0.01%
512
+8
254
$52K 0.01%
242
+158
255
$51K 0.01%
1,095
+64
256
$51K 0.01%
318
257
$50K 0.01%
3,938
258
$50K 0.01%
332
259
$50K 0.01%
1,485
260
$50K 0.01%
1,000
261
$49K 0.01%
+1,404
262
$49K 0.01%
+1,991
263
$49K 0.01%
267
+5
264
$48K 0.01%
3,499
+236
265
$48K 0.01%
548
266
$48K 0.01%
626
267
$48K 0.01%
3,109
268
$48K 0.01%
1,070
269
$48K 0.01%
203
270
$48K 0.01%
+264
271
$47K 0.01%
686
+141
272
$47K 0.01%
99
+2
273
$47K 0.01%
1,613
274
$46K 0.01%
318
-11
275
$46K 0.01%
3,270
-1,775
9 10
11
12 13