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
301
$1K ﹤0.01%
38
302
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42
303
$1K ﹤0.01%
+320
304
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8
305
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205
306
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+200
307
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23
308
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47
309
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66
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+36
311
$1K ﹤0.01%
16
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42
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$1K ﹤0.01%
5
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75
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27
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$1K ﹤0.01%
40
317
$1K ﹤0.01%
+17
318
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10
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67
320
$1K ﹤0.01%
+14
321
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+100
322
$1K ﹤0.01%
50
323
$1K ﹤0.01%
27
324
$1K ﹤0.01%
100
325
$1K ﹤0.01%
98
11 12
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