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
CCI icon
551
Crown Castle
CCI
$39.7B
$8.98K ﹤0.01%
101
-61
PHM icon
552
Pultegroup
PHM
$25.4B
$8.93K ﹤0.01%
76
IYRI
553
NEOS Real Estate High Income ETF
IYRI
$234M
$8.89K ﹤0.01%
+183
CNI icon
554
Canadian National Railway
CNI
$68B
$8.8K ﹤0.01%
89
-102
RSG icon
555
Republic Services
RSG
$71.7B
$8.69K ﹤0.01%
41
+13
AMT icon
556
American Tower
AMT
$89.1B
$8.69K ﹤0.01%
49
-1,734
KIM icon
557
Kimco Realty
KIM
$15.9B
$8.39K ﹤0.01%
414
CFG icon
558
Citizens Financial Group
CFG
$25.4B
$8.29K ﹤0.01%
142
STZ icon
559
Constellation Brands
STZ
$27.1B
$8.28K ﹤0.01%
60
+13
URI icon
560
United Rentals
URI
$52.5B
$8.09K ﹤0.01%
10
-1
VIOV icon
561
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.6B
$8.02K ﹤0.01%
82
DVN icon
562
Devon Energy
DVN
$27B
$7.95K ﹤0.01%
217
ED icon
563
Consolidated Edison
ED
$40.6B
$7.95K ﹤0.01%
80
TQQQ icon
564
ProShares UltraPro QQQ
TQQQ
$27.7B
$7.91K ﹤0.01%
+150
ETHA
565
iShares Ethereum Trust ETF
ETHA
$1.24B
$7.85K ﹤0.01%
350
-150
RJF icon
566
Raymond James Financial
RJF
$30.3B
$7.71K ﹤0.01%
48
-11
HOLX icon
567
Hologic
HOLX
$16.8B
$7.67K ﹤0.01%
103
+72
GSK icon
568
GSK
GSK
$114B
$7.67K ﹤0.01%
155
TDY icon
569
Teledyne Technologies
TDY
$31.8B
$7.66K ﹤0.01%
15
EL icon
570
Estee Lauder
EL
$35.9B
$7.64K ﹤0.01%
73
HWM icon
571
Howmet Aerospace
HWM
$104B
$7.59K ﹤0.01%
37
+6
EIX icon
572
Edison International
EIX
$28.4B
$7.56K ﹤0.01%
126
IREN icon
573
Iris Energy
IREN
$14.5B
$7.55K ﹤0.01%
+200
AFL icon
574
Aflac
AFL
$58.3B
$7.5K ﹤0.01%
68
-2
QSR icon
575
Restaurant Brands International
QSR
$25B
$7.44K ﹤0.01%
108
21 22
23
24 25