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
751
$2K ﹤0.01%
31
752
$2K ﹤0.01%
51
753
$2K ﹤0.01%
+725
754
$2K ﹤0.01%
+281
755
$2K ﹤0.01%
409
+108
756
$2K ﹤0.01%
45
757
$2K ﹤0.01%
24
758
$2K ﹤0.01%
10
759
$2K ﹤0.01%
9
760
$2K ﹤0.01%
142
761
$2K ﹤0.01%
89
762
$2K ﹤0.01%
29
763
$2K ﹤0.01%
82
-2
764
$2K ﹤0.01%
66
+2
765
$2K ﹤0.01%
26
766
$2K ﹤0.01%
40
767
$2K ﹤0.01%
21
-31
768
$2K ﹤0.01%
26
769
$2K ﹤0.01%
12
770
$2K ﹤0.01%
18
771
$2K ﹤0.01%
+100
772
$2K ﹤0.01%
9
773
$2K ﹤0.01%
11
774
$2K ﹤0.01%
46
-835
775
$1K ﹤0.01%
+100
29 30
31
32 33