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
$190M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.15M
3
+$6.66M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.77M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.56M

Top Sells

1
+$26.3M
2
+$14.1M
3
+$4.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.21M
5
MAIN icon
Main Street Capital
MAIN
+$3.4M

Sector Composition

1 Energy 4.74%
2 Consumer Staples 1.35%
3 Financials 1%
4 Industrials 0.55%
5 Technology 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$124K 0.07%
8,790
52
$123K 0.06%
1,562
53
$119K 0.06%
4,267
54
$102K 0.05%
475
+59
55
$91K 0.05%
5,568
56
$88K 0.05%
1,169
57
$86K 0.05%
595
+39
58
$78K 0.04%
375
+353
59
$78K 0.04%
2,015
+186
60
$76K 0.04%
5,632
+880
61
$74K 0.04%
741
-5,684
62
$73K 0.04%
1,000
63
$73K 0.04%
524
+54
64
$70K 0.04%
2,895
+276
65
$67K 0.04%
1,668
+441
66
$62K 0.03%
503
+14
67
$60K 0.03%
1,088
+30
68
$57K 0.03%
+736
69
$54K 0.03%
2,167
70
$54K 0.03%
+1,045
71
$54K 0.03%
393
72
$51K 0.03%
2,430
73
$50K 0.03%
+2,000
74
$46K 0.02%
918
75
$45K 0.02%
1,787
1 2
3
4 5