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
826
$1K ﹤0.01%
+50
827
$1K ﹤0.01%
6
828
$1K ﹤0.01%
200
829
$1K ﹤0.01%
100
830
$1K ﹤0.01%
12
831
$1K ﹤0.01%
8
832
$1K ﹤0.01%
32
833
$1K ﹤0.01%
6
834
$1K ﹤0.01%
15
835
$1K ﹤0.01%
25
-9
836
$1K ﹤0.01%
21
837
$1K ﹤0.01%
8
838
$1K ﹤0.01%
4
839
$1K ﹤0.01%
2
840
$1K ﹤0.01%
480
841
$1K ﹤0.01%
72
842
$1K ﹤0.01%
8
843
$1K ﹤0.01%
17
844
$1K ﹤0.01%
32
845
$1K ﹤0.01%
13
846
$1K ﹤0.01%
12
847
$1K ﹤0.01%
12
848
$1K ﹤0.01%
16
849
$1K ﹤0.01%
19
-6
850
$1K ﹤0.01%
16
32 33
34
35 36