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
$190M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.15M
3
+$6.66M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.77M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.56M

Top Sells

1
+$26.3M
2
+$14.1M
3
+$4.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.21M
5
MAIN icon
Main Street Capital
MAIN
+$3.4M

Sector Composition

1 Energy 4.74%
2 Consumer Staples 1.35%
3 Financials 1%
4 Industrials 0.55%
5 Technology 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+60
352
$2K ﹤0.01%
200
353
$2K ﹤0.01%
+126
354
$2K ﹤0.01%
242
355
$2K ﹤0.01%
+201
356
$2K ﹤0.01%
+80
357
$2K ﹤0.01%
+62
358
$2K ﹤0.01%
+28
359
$2K ﹤0.01%
+69
360
$2K ﹤0.01%
85
361
$2K ﹤0.01%
+100
362
$2K ﹤0.01%
288
363
$2K ﹤0.01%
+98
364
$2K ﹤0.01%
73
365
$2K ﹤0.01%
23
366
$2K ﹤0.01%
86
367
$1K ﹤0.01%
+112
368
$1K ﹤0.01%
21
369
$1K ﹤0.01%
56
370
$1K ﹤0.01%
27
371
$1K ﹤0.01%
150
372
$1K ﹤0.01%
+21
373
$1K ﹤0.01%
+65
374
$1K ﹤0.01%
+25
375
$1K ﹤0.01%
+22
13 14
15
16 17