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
276
$2K ﹤0.01%
16
277
$2K ﹤0.01%
14
278
$2K ﹤0.01%
21
279
$2K ﹤0.01%
+16
280
$2K ﹤0.01%
+100
281
$2K ﹤0.01%
56
-118,309
282
$2K ﹤0.01%
96
283
$2K ﹤0.01%
67
284
$2K ﹤0.01%
74
285
$2K ﹤0.01%
82
-2
286
$2K ﹤0.01%
42
287
$2K ﹤0.01%
124
+100
288
$2K ﹤0.01%
22
289
$2K ﹤0.01%
+19
290
$2K ﹤0.01%
34
291
$2K ﹤0.01%
25
292
$2K ﹤0.01%
+62
293
$2K ﹤0.01%
+172
294
$2K ﹤0.01%
+300
295
$2K ﹤0.01%
33
296
$1K ﹤0.01%
+200
297
$1K ﹤0.01%
7
298
$1K ﹤0.01%
+10
299
$1K ﹤0.01%
+100
300
$1K ﹤0.01%
33
-256
10 11
12
13 14