FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
301
$4K ﹤0.01%
+70
302
$4K ﹤0.01%
150
303
$4K ﹤0.01%
+40
304
$4K ﹤0.01%
141
+135
305
$4K ﹤0.01%
+25
306
$4K ﹤0.01%
71
307
$4K ﹤0.01%
108
308
$4K ﹤0.01%
+67
309
$4K ﹤0.01%
+77
310
$4K ﹤0.01%
+265
311
$4K ﹤0.01%
38
312
$4K ﹤0.01%
425
313
$4K ﹤0.01%
219
314
$4K ﹤0.01%
+149
315
$4K ﹤0.01%
+307
316
$4K ﹤0.01%
+276
317
$4K ﹤0.01%
112
318
$4K ﹤0.01%
+470
319
$4K ﹤0.01%
+64
320
$3K ﹤0.01%
+94
321
$3K ﹤0.01%
+37
322
$3K ﹤0.01%
+104
323
$3K ﹤0.01%
+33
324
$3K ﹤0.01%
+220
325
$3K ﹤0.01%
+19
11 12
13
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