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
51
$911K 0.15%
11,100
+889
52
$886K 0.14%
8,880
53
$871K 0.14%
5,839
+512
54
$794K 0.13%
5,124
+387
55
$794K 0.13%
7,110
+500
56
$790K 0.13%
4,113
-726
57
$773K 0.13%
2,184
+971
58
$759K 0.12%
+7,934
59
$740K 0.12%
30,000
60
$717K 0.12%
5,136
+450
61
$706K 0.12%
1,341
-3
62
$690K 0.11%
4,050
+500
63
$684K 0.11%
7,338
+99
64
$659K 0.11%
2,113
+2
65
$632K 0.1%
1,824
+11
66
$629K 0.1%
5,417
+434
67
$628K 0.1%
8,020
-180
68
$621K 0.1%
6,400
+690
69
$558K 0.09%
5,932
+334
70
$551K 0.09%
9,349
+966
71
$504K 0.08%
1,111
+95
72
$493K 0.08%
3,362
+45
73
$492K 0.08%
17,089
+3,043
74
$460K 0.08%
1,363
75
$452K 0.07%
2,663
-20
1 2
3
4 5