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
376
$1K ﹤0.01%
100
377
$1K ﹤0.01%
+8
378
$1K ﹤0.01%
+66
379
$1K ﹤0.01%
+67
380
$1K ﹤0.01%
100
381
$1K ﹤0.01%
23
382
$1K ﹤0.01%
+75
383
$1K ﹤0.01%
+71
384
$1K ﹤0.01%
+17
385
$0 ﹤0.01%
17
386
$0 ﹤0.01%
27
+9
387
$0 ﹤0.01%
7
388
$0 ﹤0.01%
30
389
$0 ﹤0.01%
240
390
$0 ﹤0.01%
12
-12
391
– –
-200
392
$0 ﹤0.01%
2
393
– –
-150
394
$0 ﹤0.01%
+1
395
$0 ﹤0.01%
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396
– –
0
397
$0 ﹤0.01%
20
398
– –
-183
399
– –
-148,536
400
– –
-83,504
14 15
16
17 18