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
376
$21K ﹤0.01%
778
377
$21K ﹤0.01%
6
+1
378
$21K ﹤0.01%
93
379
$21K ﹤0.01%
352
380
$21K ﹤0.01%
1,192
+23
381
$21K ﹤0.01%
100
382
$20K ﹤0.01%
207
+50
383
$20K ﹤0.01%
132
384
$20K ﹤0.01%
+1,575
385
$20K ﹤0.01%
246
386
$20K ﹤0.01%
352
387
$20K ﹤0.01%
348
388
$20K ﹤0.01%
25
389
$20K ﹤0.01%
666
+1
390
$20K ﹤0.01%
75
391
$20K ﹤0.01%
375
392
$20K ﹤0.01%
239
393
$20K ﹤0.01%
+3,875
394
$20K ﹤0.01%
921
+21
395
$20K ﹤0.01%
+700
396
$20K ﹤0.01%
1,133
-245
397
$19K ﹤0.01%
1,276
+42
398
$19K ﹤0.01%
248
399
$19K ﹤0.01%
193
+9
400
$19K ﹤0.01%
659
+10
14 15
16
17 18