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
$970M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1 +$8.74M
2 +$5.15M
3 +$2.72M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.35M
5
IXP icon
iShares Global Comm Services ETF
IXP
+$2.27M

Top Sells

1 +$9.16M
2 +$5.36M
3 +$4.01M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M
5
EXI icon
iShares Global Industrials ETF
EXI
+$2.32M

Sector Composition

1 Technology 3.25%
2 Financials 1.83%
3 Healthcare 0.94%
4 Consumer Discretionary 0.92%
5 Energy 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSST icon
351
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.39B
$25.3K ﹤0.01%
500
NEAR icon
352
iShares Short Maturity Bond ETF
NEAR
$4.07B
$25.3K ﹤0.01%
495
TRV icon
353
Travelers Companies
TRV
$67.5B
$25.2K ﹤0.01%
87
+2
UTF icon
354
Cohen & Steers Infrastructure Fund
UTF
$2.64B
$25.2K ﹤0.01%
1,045
GLDD icon
355
Great Lakes Dredge & Dock
GLDD
$1.13B
$25.2K ﹤0.01%
+1,920
ARKG icon
356
ARK Genomic Revolution ETF
ARKG
$1.23B
$25.2K ﹤0.01%
869
PEGA icon
357
Pegasystems
PEGA
$7.96B
$25.1K ﹤0.01%
420
+4
MUR icon
358
Murphy Oil
MUR
$4.85B
$24.9K ﹤0.01%
798
MCY icon
359
Mercury Insurance
MCY
$5.16B
$24.9K ﹤0.01%
+265
NTES icon
360
NetEase
NTES
$74B
$24.9K ﹤0.01%
181
-8
CRMD icon
361
CorMedix
CRMD
$560M
$24.8K ﹤0.01%
+2,136
ASTS icon
362
AST SpaceMobile
ASTS
$30.6B
$24.8K ﹤0.01%
342
CVE icon
363
Cenovus Energy
CVE
$42.7B
$24.8K ﹤0.01%
+1,466
NSC icon
364
Norfolk Southern
NSC
$71.4B
$24.7K ﹤0.01%
86
+1
TREE icon
365
LendingTree
TREE
$645M
$24.7K ﹤0.01%
+465
ACN icon
366
Accenture
ACN
$131B
$24.4K ﹤0.01%
91
+22
AMP icon
367
Ameriprise Financial
AMP
$42.8B
$24K ﹤0.01%
49
IYE icon
368
iShares US Energy ETF
IYE
$1.45B
$24K ﹤0.01%
505
CION icon
369
CION Investment
CION
$420M
$24K ﹤0.01%
+2,482
VCSH icon
370
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$23.9K ﹤0.01%
300
CTAS icon
371
Cintas
CTAS
$80.1B
$23.9K ﹤0.01%
127
+21
NGD
372
New Gold Inc
NGD
$9.32B
$23.7K ﹤0.01%
2,725
MSCI icon
373
MSCI
MSCI
$42.2B
$23.5K ﹤0.01%
41
MCFT icon
374
MasterCraft Boat Holdings
MCFT
$352M
$23.4K ﹤0.01%
+1,236
PRVA icon
375
Privia Health
PRVA
$3B
$23.3K ﹤0.01%
984