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
$190M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.15M
3
+$6.66M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.77M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.56M

Top Sells

1
+$26.3M
2
+$14.1M
3
+$4.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.21M
5
MAIN icon
Main Street Capital
MAIN
+$3.4M

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%
150
302
$4K ﹤0.01%
+40
303
$4K ﹤0.01%
141
+135
304
$4K ﹤0.01%
+25
305
$4K ﹤0.01%
71
306
$4K ﹤0.01%
108
307
$4K ﹤0.01%
+67
308
$4K ﹤0.01%
+77
309
$4K ﹤0.01%
+265
310
$4K ﹤0.01%
38
311
$4K ﹤0.01%
+64
312
$4K ﹤0.01%
425
313
$4K ﹤0.01%
219
314
$4K ﹤0.01%
+149
315
$4K ﹤0.01%
+307
316
$4K ﹤0.01%
+67
317
$4K ﹤0.01%
+276
318
$4K ﹤0.01%
112
319
$4K ﹤0.01%
+470
320
$3K ﹤0.01%
+37
321
$3K ﹤0.01%
+104
322
$3K ﹤0.01%
+33
323
$3K ﹤0.01%
+220
324
$3K ﹤0.01%
+19
325
$3K ﹤0.01%
+11
11 12
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