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
101
$27K 0.01%
1,400
102
$27K 0.01%
202
+2
103
$27K 0.01%
632
104
$27K 0.01%
1,000
105
$26K 0.01%
+806
106
$26K 0.01%
+1,000
107
$25K 0.01%
240
108
$25K 0.01%
1,207
-140
109
$25K 0.01%
1,200
110
$24K 0.01%
700
+320
111
$24K 0.01%
2,828
112
$24K 0.01%
700
+200
113
$24K 0.01%
592
114
$24K 0.01%
+92
115
$23K 0.01%
2,400
116
$23K 0.01%
200
-42
117
$22K 0.01%
+153
118
$22K 0.01%
+90
119
$20K 0.01%
175
+125
120
$20K 0.01%
360
121
$20K 0.01%
300
122
$19K 0.01%
276
+162
123
$19K 0.01%
496
124
$19K 0.01%
+180
125
$19K 0.01%
492
+88
3 4
5
6 7