FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
276
$5K ﹤0.01%
+134
277
$5K ﹤0.01%
+56
278
$5K ﹤0.01%
38
279
$5K ﹤0.01%
+53
280
$5K ﹤0.01%
+75
281
$5K ﹤0.01%
+64
282
$5K ﹤0.01%
+88
283
$5K ﹤0.01%
+54
284
$5K ﹤0.01%
+328
285
$5K ﹤0.01%
400
286
$5K ﹤0.01%
+61
287
$5K ﹤0.01%
+157
288
$5K ﹤0.01%
661
289
$5K ﹤0.01%
130
-31
290
$5K ﹤0.01%
+87
291
$5K ﹤0.01%
133
+45
292
$5K ﹤0.01%
+441
293
$5K ﹤0.01%
+93
294
$4K ﹤0.01%
+67
295
$4K ﹤0.01%
+276
296
$4K ﹤0.01%
112
297
$4K ﹤0.01%
+470
298
$4K ﹤0.01%
+83
299
$4K ﹤0.01%
+33
300
$4K ﹤0.01%
+61
10 11
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