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
426
$17K ﹤0.01%
+167
427
$17K ﹤0.01%
+86
428
$17K ﹤0.01%
949
+800
429
$17K ﹤0.01%
80
-80
430
$17K ﹤0.01%
236
431
$17K ﹤0.01%
289
+143
432
$17K ﹤0.01%
+381
433
$17K ﹤0.01%
+502
434
$17K ﹤0.01%
+3,865
435
$17K ﹤0.01%
347
-101
436
$17K ﹤0.01%
1,566
437
$17K ﹤0.01%
6,200
438
$17K ﹤0.01%
366
+321
439
$17K ﹤0.01%
+1,092
440
$16K ﹤0.01%
6
441
$16K ﹤0.01%
+281
442
$16K ﹤0.01%
80
443
$16K ﹤0.01%
+426
444
$16K ﹤0.01%
35
445
$16K ﹤0.01%
+89
446
$16K ﹤0.01%
199
447
$16K ﹤0.01%
204
448
$16K ﹤0.01%
518
449
$16K ﹤0.01%
1,426
450
$16K ﹤0.01%
176
+3
16 17
18
19 20