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
IR icon
626
Ingersoll Rand
IR
$36B
$4.99K ﹤0.01%
63
FCTE
627
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$225M
$4.98K ﹤0.01%
200
NI icon
628
NiSource
NI
$22.8B
$4.97K ﹤0.01%
119
-8
SEDG icon
629
SolarEdge
SEDG
$2.29B
$4.79K ﹤0.01%
166
ES icon
630
Eversource Energy
ES
$28.3B
$4.71K ﹤0.01%
70
+51
EVRG icon
631
Evergy
EVRG
$19.4B
$4.71K ﹤0.01%
65
ABNB icon
632
Airbnb
ABNB
$81.3B
$4.61K ﹤0.01%
34
SILA
633
Sila Realty Trust
SILA
$1.39B
$4.59K ﹤0.01%
197
HST icon
634
Host Hotels & Resorts
HST
$13.8B
$4.52K ﹤0.01%
250
TSN icon
635
Tyson Foods
TSN
$22.2B
$4.51K ﹤0.01%
77
+12
GAP
636
The Gap Inc
GAP
$10.3B
$4.49K ﹤0.01%
175
+1
URA icon
637
Global X Uranium ETF
URA
$7.34B
$4.48K ﹤0.01%
100
USHY icon
638
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$4.45K ﹤0.01%
119
VOOG icon
639
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
$4.45K ﹤0.01%
+10
HESM icon
640
Hess Midstream
HESM
$5.06B
$4.41K ﹤0.01%
+128
BTCC
641
Grayscale Bitcoin Covered Call ETF
BTCC
$17.3M
$4.3K ﹤0.01%
+200
LEN icon
642
Lennar Class A
LEN
$26.3B
$4.21K ﹤0.01%
41
AVB icon
643
AvalonBay Communities
AVB
$25.1B
$4.21K ﹤0.01%
23
FIG
644
Figma
FIG
$15.5B
$4.18K ﹤0.01%
112
+62
FSK icon
645
FS KKR Capital
FSK
$3.08B
$4.18K ﹤0.01%
+282
FNDX icon
646
Schwab Fundamental US Large Company Index ETF
FNDX
$24.3B
$3.92K ﹤0.01%
144
CTSH icon
647
Cognizant
CTSH
$31.1B
$3.9K ﹤0.01%
47
+1
AAON icon
648
Aaon
AAON
$7.83B
$3.81K ﹤0.01%
+50
LDOS icon
649
Leidos
LDOS
$22.3B
$3.79K ﹤0.01%
21
XLE icon
650
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$3.76K ﹤0.01%
84