FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$970M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1 +$8.74M
2 +$5.15M
3 +$2.72M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.35M
5
IXP icon
iShares Global Comm Services ETF
IXP
+$2.27M

Top Sells

1 +$9.16M
2 +$5.36M
3 +$4.01M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M
5
EXI icon
iShares Global Industrials ETF
EXI
+$2.32M

Sector Composition

1 Technology 3.25%
2 Financials 1.83%
3 Healthcare 0.94%
4 Consumer Discretionary 0.92%
5 Energy 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
YUM icon
526
Yum! Brands
YUM
$44.4B
$10.6K ﹤0.01%
70
CLPT icon
527
ClearPoint Neuro
CLPT
$263M
$10.5K ﹤0.01%
768
-524
FNV icon
528
Franco-Nevada
FNV
$50.5B
$10.4K ﹤0.01%
50
CHRD icon
529
Chord Energy
CHRD
$6.48B
$10.2K ﹤0.01%
110
AIQ icon
530
Global X Artificial Intelligence & Technology ETF
AIQ
$7.73B
$10.1K ﹤0.01%
+198
XOVR
531
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$492M
$10.1K ﹤0.01%
+500
FIGS icon
532
FIGS
FIGS
$2.79B
$10K ﹤0.01%
+884
IVLU icon
533
iShares MSCI Intl Value Factor ETF
IVLU
$3.88B
$9.97K ﹤0.01%
262
BX icon
534
Blackstone
BX
$89.4B
$9.87K ﹤0.01%
64
+41
CARR icon
535
Carrier Global
CARR
$51.1B
$9.69K ﹤0.01%
183
+36
URTH icon
536
iShares MSCI World ETF
URTH
$6.84B
$9.66K ﹤0.01%
52
WRB icon
537
W.R. Berkley
WRB
$26.5B
$9.61K ﹤0.01%
137
DGX icon
538
Quest Diagnostics
DGX
$23B
$9.54K ﹤0.01%
55
WLKP icon
539
Westlake Chemical Partners
WLKP
$776M
$9.5K ﹤0.01%
500
TTWO icon
540
Take-Two Interactive
TTWO
$40B
$9.47K ﹤0.01%
37
NXP icon
541
Nuveen Select Tax-Free Income Portfolio
NXP
$755M
$9.39K ﹤0.01%
666
DOCU
542
DocuSign
DOCU
$9.26B
$9.3K ﹤0.01%
136
KRT icon
543
Karat Packaging
KRT
$481M
$9.23K ﹤0.01%
409
BTCI
544
NEOS Bitcoin High Income ETF
BTCI
$941M
$9.2K ﹤0.01%
+209
CHRW icon
545
C.H. Robinson
CHRW
$22.9B
$9.2K ﹤0.01%
57
SPYI icon
546
NEOS S&P 500 High Income ETF
SPYI
$8.01B
$9.14K ﹤0.01%
+174
STE icon
547
Steris
STE
$23.8B
$9.13K ﹤0.01%
36
IWMI
548
NEOS Russell 2000 High Income ETF
IWMI
$647M
$9.05K ﹤0.01%
+186
QQQI icon
549
NEOS Nasdaq 100 High Income ETF
QQQI
$8.92B
$8.99K ﹤0.01%
+167
SLF icon
550
Sun Life Financial
SLF
$35.8B
$8.99K ﹤0.01%
144
+8