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
951
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-604
952
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-1,209
953
$0 ﹤0.01%
1
954
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1
955
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-159
956
– –
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957
$0 ﹤0.01%
3
958
$0 ﹤0.01%
3
+2
959
$0 ﹤0.01%
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-6
960
$0 ﹤0.01%
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961
$0 ﹤0.01%
18
962
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963
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0
964
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965
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5
969
$0 ﹤0.01%
2
-4
970
– –
-853
971
– –
-66,022
972
$0 ﹤0.01%
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973
$0 ﹤0.01%
5
974
$0 ﹤0.01%
2
975
$0 ﹤0.01%
2
37 38
39
40 41