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
76
$447K 0.07%
5,517
+572
77
$441K 0.07%
8,732
+360
78
$417K 0.07%
4,206
-257
79
$416K 0.07%
5,951
+621
80
$403K 0.07%
3,694
-106
81
$393K 0.06%
1,363
+113
82
$390K 0.06%
1,626
+137
83
$373K 0.06%
11,077
-3,901
84
$361K 0.06%
2,709
+412
85
$351K 0.06%
2,702
+245
86
$349K 0.06%
3,171
-2,725
87
$338K 0.06%
513
+9
88
$332K 0.05%
5,018
+454
89
$318K 0.05%
3,857
+1,381
90
$318K 0.05%
4,251
+576
91
$316K 0.05%
4,511
+14
92
$312K 0.05%
1,982
+575
93
$311K 0.05%
4,425
-179
94
$309K 0.05%
1,600
+348
95
$300K 0.05%
4,393
+616
96
$297K 0.05%
2,578
+381
97
$295K 0.05%
4,347
+582
98
$290K 0.05%
5,579
+108
99
$288K 0.05%
1,863
+455
100
$288K 0.05%
4,378
+39
2 3
4
5 6