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
651
$4K ﹤0.01%
54
652
$4K ﹤0.01%
67
+5
653
$4K ﹤0.01%
107
-69
654
$4K ﹤0.01%
45
-2
655
$4K ﹤0.01%
94
-1,970
656
$4K ﹤0.01%
54
657
$4K ﹤0.01%
+28
658
$4K ﹤0.01%
96
+11
659
$4K ﹤0.01%
74
-2
660
$4K ﹤0.01%
+100
661
$4K ﹤0.01%
26
662
$4K ﹤0.01%
31
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663
$4K ﹤0.01%
7
664
$4K ﹤0.01%
106
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665
$4K ﹤0.01%
18
-10
666
$4K ﹤0.01%
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$4K ﹤0.01%
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668
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669
$4K ﹤0.01%
59
-36
670
$4K ﹤0.01%
2,725
671
$4K ﹤0.01%
506
672
$4K ﹤0.01%
19
+8
673
$4K ﹤0.01%
10
674
$4K ﹤0.01%
32
+30
675
$4K ﹤0.01%
22
-12
25 26
27
28 29