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
451
$16K ﹤0.01%
+444
452
$16K ﹤0.01%
+1,203
453
$16K ﹤0.01%
1,997
-265
454
$15K ﹤0.01%
120
455
$15K ﹤0.01%
269
456
$15K ﹤0.01%
117
-21
457
$15K ﹤0.01%
189
+35
458
$15K ﹤0.01%
977
459
$15K ﹤0.01%
+85
460
$15K ﹤0.01%
33
+32
461
$15K ﹤0.01%
180
462
$15K ﹤0.01%
98
463
$15K ﹤0.01%
+1,169
464
$15K ﹤0.01%
295
465
$14K ﹤0.01%
+189
466
$14K ﹤0.01%
+1,243
467
$14K ﹤0.01%
39
-4
468
$14K ﹤0.01%
47
469
$14K ﹤0.01%
271
-3,322
470
$14K ﹤0.01%
308
+91
471
$14K ﹤0.01%
71
472
$14K ﹤0.01%
401
+288
473
$14K ﹤0.01%
+10
474
$14K ﹤0.01%
1,704
+801
475
$14K ﹤0.01%
590
17 18
19
20 21