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
301
$36K 0.01%
825
302
$36K 0.01%
1,890
+55
303
$35K 0.01%
178
-2
304
$35K 0.01%
+522
305
$35K 0.01%
371
306
$35K 0.01%
544
+22
307
$34K 0.01%
656
-135
308
$34K 0.01%
123
309
$34K 0.01%
200
310
$34K 0.01%
+601
311
$34K 0.01%
798
-6
312
$34K 0.01%
400
313
$33K 0.01%
573
+2
314
$33K 0.01%
70
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315
$33K 0.01%
330
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316
$33K 0.01%
1,422
-678
317
$33K 0.01%
395
+266
318
$33K 0.01%
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319
$32K 0.01%
133
320
$32K 0.01%
117
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321
$32K 0.01%
1,022
322
$32K 0.01%
808
323
$32K 0.01%
618
324
$32K 0.01%
500
+200
325
$32K 0.01%
+1,150
11 12
13
14 15