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
401
$19K ﹤0.01%
+307
402
$19K ﹤0.01%
118
403
$19K ﹤0.01%
+528
404
$19K ﹤0.01%
83
405
$19K ﹤0.01%
214
406
$19K ﹤0.01%
371
407
$19K ﹤0.01%
206
+140
408
$19K ﹤0.01%
400
409
$19K ﹤0.01%
875
+175
410
$19K ﹤0.01%
483
+464
411
$18K ﹤0.01%
+232
412
$18K ﹤0.01%
496
-292
413
$18K ﹤0.01%
547
+239
414
$18K ﹤0.01%
1,214
+28
415
$18K ﹤0.01%
50
+41
416
$18K ﹤0.01%
+1,000
417
$18K ﹤0.01%
31
+1
418
$18K ﹤0.01%
+2,133
419
$18K ﹤0.01%
200
420
$18K ﹤0.01%
209
421
$17K ﹤0.01%
+1,007
422
$17K ﹤0.01%
97
423
$17K ﹤0.01%
118
424
$17K ﹤0.01%
1,429
+40
425
$17K ﹤0.01%
415
15 16
17
18 19