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
$190M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$9.15M
3
+$6.66M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.77M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.56M

Top Sells

1
+$26.3M
2
+$14.1M
3
+$4.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.21M
5
MAIN icon
Main Street Capital
MAIN
+$3.4M

Sector Composition

1 Energy 4.74%
2 Consumer Staples 1.35%
3 Financials 1%
4 Industrials 0.55%
5 Technology 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45K 0.02%
1,017
+374
77
$45K 0.02%
614
78
$45K 0.02%
3,000
79
$44K 0.02%
416
-39,826
80
$42K 0.02%
519
+29
81
$42K 0.02%
1,549
82
$41K 0.02%
600
83
$40K 0.02%
1,400
84
$39K 0.02%
3,066
+212
85
$38K 0.02%
1,304
86
$38K 0.02%
600
87
$36K 0.02%
1,700
88
$36K 0.02%
432
+301
89
$35K 0.02%
894
+219
90
$33K 0.02%
+625
91
$33K 0.02%
654
+334
92
$32K 0.02%
+289
93
$31K 0.02%
567
+66
94
$30K 0.02%
400
95
$30K 0.02%
880
+380
96
$30K 0.02%
407
+207
97
$30K 0.02%
800
98
$29K 0.02%
+184
99
$28K 0.01%
3,240
100
$28K 0.01%
511
+365
2 3
4
5 6