FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$892M
AUM Growth
-$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$34.7M
3
+$9.54M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.51M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$8.96M

Top Sells

1
+$56.6M
2
+$38.7M
3
+$24.5M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$23.1M
5
FDHY icon
Fidelity High Yield Factor ETF
FDHY
+$22.2M

Sector Composition

1 Technology 3.31%
2 Financials 1.79%
3 Energy 1.28%
4 Healthcare 1.03%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCFT icon
351
MasterCraft Boat Holdings
MCFT
$381M
$25.4K ﹤0.01%
1,236
GSST icon
352
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.47B
$25.3K ﹤0.01%
500
NEAR icon
353
iShares Short Maturity Bond ETF
NEAR
$4.23B
$25.2K ﹤0.01%
495
KMI icon
354
Kinder Morgan
KMI
$71.2B
$25K ﹤0.01%
746
TBN
355
Tamboran Resources
TBN
$968M
$25K ﹤0.01%
500
EPAM icon
356
EPAM Systems
EPAM
$6.93B
$24.6K ﹤0.01%
182
NSC icon
357
Norfolk Southern
NSC
$67.9B
$24.6K ﹤0.01%
86
EXG icon
358
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
$24.5K ﹤0.01%
2,828
ETHE
359
Grayscale Ethereum Staking ETF Shares
ETHE
$2.05B
$24.4K ﹤0.01%
1,430
AMLP icon
360
Alerian MLP ETF
AMLP
$11.8B
$24.4K ﹤0.01%
463
+9
CMG icon
361
Chipotle Mexican Grill
CMG
$46.7B
$24.4K ﹤0.01%
761
ADP icon
362
Automatic Data Processing
ADP
$80.7B
$24.3K ﹤0.01%
119
+1
AMRX icon
363
Amneal Pharmaceuticals
AMRX
$4.44B
$24.3K ﹤0.01%
+1,957
DNP icon
364
DNP Select Income Fund
DNP
$4B
$24.3K ﹤0.01%
2,343
+44
SMFG icon
365
Sumitomo Mitsui Financial
SMFG
$138B
$24.2K ﹤0.01%
1,227
-230
CTVA icon
366
Corteva
CTVA
$53.9B
$24.2K ﹤0.01%
289
+76
TD icon
367
Toronto Dominion Bank
TD
$176B
$24.1K ﹤0.01%
258
-184
CNQ icon
368
Canadian Natural Resources
CNQ
$89.7B
$24K ﹤0.01%
492
+329
VCSH icon
369
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.7B
$23.8K ﹤0.01%
300
AZO icon
370
AutoZone
AZO
$58.9B
$23.6K ﹤0.01%
7
-2
MCO icon
371
Moody's
MCO
$81.1B
$23.6K ﹤0.01%
54
AEP icon
372
American Electric Power
AEP
$72.7B
$23.5K ﹤0.01%
179
+12
SKWD icon
373
Skyward Specialty Insurance
SKWD
$2.09B
$23.4K ﹤0.01%
535
MCY icon
374
Mercury Insurance
MCY
$5.33B
$23.4K ﹤0.01%
265
XYLD icon
375
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
$23K ﹤0.01%
588
+16
13 14
15
16 17