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
676
$4K ﹤0.01%
108
677
$4K ﹤0.01%
89
678
$4K ﹤0.01%
50
679
$3K ﹤0.01%
42
680
$3K ﹤0.01%
20
-243
681
$3K ﹤0.01%
35
682
$3K ﹤0.01%
15
683
$3K ﹤0.01%
20
+10
684
$3K ﹤0.01%
18
685
$3K ﹤0.01%
5
686
$3K ﹤0.01%
68
687
$3K ﹤0.01%
20
688
$3K ﹤0.01%
33
689
$3K ﹤0.01%
3
690
$3K ﹤0.01%
+54
691
$3K ﹤0.01%
162
-9
692
$3K ﹤0.01%
125
693
$3K ﹤0.01%
100
694
$3K ﹤0.01%
61
695
$3K ﹤0.01%
32
696
$3K ﹤0.01%
376
+8
697
$3K ﹤0.01%
+28
698
$3K ﹤0.01%
200
699
$3K ﹤0.01%
400
700
$3K ﹤0.01%
+500
26 27
28
29 30