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
$302M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.55M
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$3.79M

Top Sells

1
+$9.06M
2
+$5.06M
3
+$4.23M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$4.23M
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$3.46M

Sector Composition

1 Financials 2.18%
2 Energy 1.43%
3 Technology 0.85%
4 Utilities 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.03%
4,000
77
$82K 0.03%
1,573
78
$81K 0.03%
1,060
79
$80K 0.03%
600
80
$78K 0.03%
3,240
81
$77K 0.03%
473
+30
82
$74K 0.02%
591
83
$69K 0.02%
3,573
+273
84
$69K 0.02%
1,000
85
$68K 0.02%
780
86
$66K 0.02%
1,045
87
$65K 0.02%
734
+79
88
$62K 0.02%
416
89
$62K 0.02%
350
90
$60K 0.02%
1,000
91
$60K 0.02%
1,127
-100
92
$56K 0.02%
285
93
$54K 0.02%
13,538
94
$53K 0.02%
370
+150
95
$53K 0.02%
2,600
96
$53K 0.02%
951
97
$53K 0.02%
248
98
$52K 0.02%
550
99
$51K 0.02%
500
+309
100
$50K 0.02%
1,329
+981
2 3
4
5 6