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
26
$6.11M 1%
108,792
+3,606
27
$4.82M 0.78%
25,013
+834
28
$4.64M 0.76%
97,061
-3,469
29
$3.68M 0.6%
15,509
-660
30
$3.61M 0.59%
29,442
-3,182
31
$3.55M 0.58%
34,483
+659
32
$3.41M 0.56%
28,762
-1,889
33
$3.38M 0.55%
28,679
-2,809
34
$3.38M 0.55%
+91,258
35
$3.37M 0.55%
107,687
+68,759
36
$3.35M 0.55%
132,063
-47,008
37
$3.03M 0.49%
24,871
38
$2.78M 0.45%
27,797
-6,793
39
$2.51M 0.41%
135,372
-10,779
40
$2.41M 0.39%
27,434
-2,080
41
$2.41M 0.39%
6,416
-26
42
$2.35M 0.38%
72,378
-3,354
43
$2.14M 0.35%
+25,313
44
$1.82M 0.3%
10,721
+341
45
$1.6M 0.26%
2,744
-14
46
$1.57M 0.26%
10,334
+2,659
47
$1.34M 0.22%
14,715
+14,053
48
$1.2M 0.2%
24,300
-5,750
49
$1.07M 0.17%
4,306
+38
50
$960K 0.16%
2,693
+1
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2
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