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
476
$14K ﹤0.01%
404
-61
477
$14K ﹤0.01%
56
-3
478
$14K ﹤0.01%
187
+29
479
$14K ﹤0.01%
397
480
$13K ﹤0.01%
162
+33
481
$13K ﹤0.01%
88
482
$13K ﹤0.01%
749
483
$13K ﹤0.01%
705
+50
484
$13K ﹤0.01%
29
485
$13K ﹤0.01%
74
486
$13K ﹤0.01%
1,199
+31
487
$13K ﹤0.01%
88
488
$13K ﹤0.01%
13
489
$12K ﹤0.01%
88
+9
490
$12K ﹤0.01%
54
-1
491
$12K ﹤0.01%
87
492
$12K ﹤0.01%
1,000
493
$12K ﹤0.01%
+259
494
$12K ﹤0.01%
1,000
495
$12K ﹤0.01%
131
+73
496
$12K ﹤0.01%
194
+1
497
$12K ﹤0.01%
296
+77
498
$12K ﹤0.01%
+191
499
$12K ﹤0.01%
61
+4
500
$12K ﹤0.01%
+500
18 19
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