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
351
$26K ﹤0.01%
+190
352
$25K ﹤0.01%
66
353
$25K ﹤0.01%
156
+1
354
$25K ﹤0.01%
159
+50
355
$25K ﹤0.01%
+550
356
$25K ﹤0.01%
687
+20
357
$25K ﹤0.01%
+250
358
$24K ﹤0.01%
+218
359
$24K ﹤0.01%
1,207
+57
360
$24K ﹤0.01%
726
+504
361
$24K ﹤0.01%
480
-46
362
$23K ﹤0.01%
549
+11
363
$23K ﹤0.01%
59
364
$23K ﹤0.01%
33
365
$23K ﹤0.01%
300
366
$22K ﹤0.01%
2,183
+43
367
$22K ﹤0.01%
2,828
368
$22K ﹤0.01%
224
-578
369
$22K ﹤0.01%
97
+2
370
$22K ﹤0.01%
174
-3
371
$22K ﹤0.01%
445
+11
372
$22K ﹤0.01%
+1,989
373
$22K ﹤0.01%
354
+10
374
$22K ﹤0.01%
136
375
$22K ﹤0.01%
209
-384
13 14
15
16 17