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
501
$11K ﹤0.01%
771
-11
502
$11K ﹤0.01%
93
503
$11K ﹤0.01%
+100
504
$11K ﹤0.01%
250
505
$11K ﹤0.01%
499
506
$11K ﹤0.01%
938
+11
507
$11K ﹤0.01%
68
+4
508
$11K ﹤0.01%
37
509
$11K ﹤0.01%
77
+1
510
$11K ﹤0.01%
181
+81
511
$11K ﹤0.01%
500
512
$10K ﹤0.01%
371
513
$10K ﹤0.01%
48
+22
514
$10K ﹤0.01%
233
515
$10K ﹤0.01%
79
516
$10K ﹤0.01%
+150
517
$10K ﹤0.01%
30
518
$10K ﹤0.01%
214
-27
519
$10K ﹤0.01%
29
520
$10K ﹤0.01%
245
-5
521
$10K ﹤0.01%
666
522
$10K ﹤0.01%
50
-2
523
$10K ﹤0.01%
555
+45
524
$10K ﹤0.01%
25
525
$10K ﹤0.01%
375
19 20
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