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
$302M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.55M
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.79M

Top Sells

1
+$9.06M
2
+$5.06M
3
+$4.23M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$4.23M
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$3.46M

Sector Composition

1 Financials 2.18%
2 Energy 1.43%
3 Technology 0.85%
4 Utilities 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.07%
6,962
-391
52
$200K 0.07%
2,306
53
$200K 0.07%
3,074
+8
54
$197K 0.07%
1,500
55
$195K 0.06%
5,568
56
$164K 0.05%
799
57
$152K 0.05%
1,640
58
$146K 0.05%
3,049
59
$138K 0.05%
2,303
60
$131K 0.04%
640
61
$127K 0.04%
2,999
62
$122K 0.04%
950
63
$119K 0.04%
1,514
64
$117K 0.04%
4,144
65
$110K 0.04%
754
66
$109K 0.04%
1,800
67
$105K 0.03%
356
68
$100K 0.03%
517
69
$99K 0.03%
2,802
-306
70
$88K 0.03%
1,200
71
$88K 0.03%
2,223
-48
72
$87K 0.03%
1,613
73
$87K 0.03%
1,580
74
$85K 0.03%
3,273
75
$84K 0.03%
2,106
1 2
3
4 5