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
526
$10K ﹤0.01%
355
527
$10K ﹤0.01%
22
528
$10K ﹤0.01%
225
529
$10K ﹤0.01%
+237
530
$9K ﹤0.01%
259
531
$9K ﹤0.01%
106
+62
532
$9K ﹤0.01%
78
533
$9K ﹤0.01%
194
534
$9K ﹤0.01%
1,031
535
$9K ﹤0.01%
150
-286
536
$9K ﹤0.01%
200
537
$9K ﹤0.01%
96
538
$9K ﹤0.01%
61
+2
539
$9K ﹤0.01%
80
540
$9K ﹤0.01%
36
541
$9K ﹤0.01%
633
-100
542
$9K ﹤0.01%
56
543
$9K ﹤0.01%
703
+32
544
$9K ﹤0.01%
197
545
$9K ﹤0.01%
19
546
$9K ﹤0.01%
500
547
$9K ﹤0.01%
100
-8
548
$9K ﹤0.01%
430
+300
549
$9K ﹤0.01%
100
550
$9K ﹤0.01%
45
20 21
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