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
601
$7K ﹤0.01%
235
602
$7K ﹤0.01%
232
603
$7K ﹤0.01%
31
604
$7K ﹤0.01%
61
+5
605
$6K ﹤0.01%
220
606
$6K ﹤0.01%
+150
607
$6K ﹤0.01%
443
608
$6K ﹤0.01%
128
+40
609
$6K ﹤0.01%
73
-160
610
$6K ﹤0.01%
79
611
$6K ﹤0.01%
+700
612
$6K ﹤0.01%
80
-6
613
$6K ﹤0.01%
40
+13
614
$6K ﹤0.01%
77
+17
615
$6K ﹤0.01%
162
-220
616
$6K ﹤0.01%
87
-33
617
$6K ﹤0.01%
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618
$6K ﹤0.01%
85
619
$6K ﹤0.01%
9
620
$6K ﹤0.01%
77
621
$6K ﹤0.01%
69
622
$6K ﹤0.01%
42
+7
623
$6K ﹤0.01%
32
+15
624
$6K ﹤0.01%
154
625
$6K ﹤0.01%
12
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