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
726
$2K ﹤0.01%
112
727
$2K ﹤0.01%
28
728
$2K ﹤0.01%
6
+1
729
$2K ﹤0.01%
21
730
$2K ﹤0.01%
143
731
$2K ﹤0.01%
28
732
$2K ﹤0.01%
54
733
$2K ﹤0.01%
+300
734
$2K ﹤0.01%
86
-4
735
$2K ﹤0.01%
88
+1
736
$2K ﹤0.01%
50
-3
737
$2K ﹤0.01%
42
738
$2K ﹤0.01%
150
739
$2K ﹤0.01%
52
+6
740
$2K ﹤0.01%
125
741
$2K ﹤0.01%
10
742
$2K ﹤0.01%
300
743
$2K ﹤0.01%
298
+80
744
$2K ﹤0.01%
29
745
$2K ﹤0.01%
7
746
$2K ﹤0.01%
8
747
$2K ﹤0.01%
64
748
$2K ﹤0.01%
+98
749
$2K ﹤0.01%
20
750
$2K ﹤0.01%
53
28 29
30
31 32