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
326
$32K 0.01%
471
-40
327
$32K 0.01%
500
328
$32K 0.01%
179
-4
329
$31K 0.01%
143
-100
330
$31K 0.01%
76
+13
331
$30K ﹤0.01%
818
-676
332
$30K ﹤0.01%
+300
333
$29K ﹤0.01%
597
+15
334
$29K ﹤0.01%
708
+15
335
$29K ﹤0.01%
148
336
$29K ﹤0.01%
373
-48
337
$28K ﹤0.01%
122
-37
338
$28K ﹤0.01%
849
339
$28K ﹤0.01%
159
340
$28K ﹤0.01%
352
-2
341
$28K ﹤0.01%
100
342
$27K ﹤0.01%
215
343
$27K ﹤0.01%
107
+63
344
$27K ﹤0.01%
17
345
$27K ﹤0.01%
266
+31
346
$27K ﹤0.01%
61
347
$27K ﹤0.01%
+152
348
$26K ﹤0.01%
206
349
$26K ﹤0.01%
48
350
$26K ﹤0.01%
109
12 13
14
15 16