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
276
$46K 0.01%
450
-302
277
$46K 0.01%
617
+441
278
$46K 0.01%
1,100
279
$45K 0.01%
281
280
$45K 0.01%
1,104
+988
281
$44K 0.01%
404
282
$43K 0.01%
873
+5
283
$42K 0.01%
1,194
+8
284
$41K 0.01%
303
+254
285
$41K 0.01%
1,096
+404
286
$40K 0.01%
818
+195
287
$39K 0.01%
1,861
288
$39K 0.01%
+1,562
289
$39K 0.01%
3,262
+22
290
$39K 0.01%
305
-30
291
$38K 0.01%
1,773
292
$38K 0.01%
95
-170
293
$38K 0.01%
1,100
+1,000
294
$38K 0.01%
1,646
-61
295
$37K 0.01%
1,568
+1,150
296
$37K 0.01%
229
-178
297
$36K 0.01%
165
+11
298
$36K 0.01%
531
+23
299
$36K 0.01%
44
+1
300
$36K 0.01%
419
10 11
12
13 14