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
101
$50K 0.02%
833
102
$49K 0.02%
1,696
-2
103
$49K 0.02%
592
104
$48K 0.02%
450
105
$47K 0.02%
1,100
106
$46K 0.02%
3,576
107
$46K 0.02%
712
108
$45K 0.01%
1,521
+700
109
$43K 0.01%
400
110
$43K 0.01%
1,000
111
$41K 0.01%
+425
112
$40K 0.01%
714
113
$39K 0.01%
3,042
+2,178
114
$39K 0.01%
412
115
$39K 0.01%
394
116
$39K 0.01%
557
+489
117
$37K 0.01%
2,556
118
$37K 0.01%
1,500
119
$36K 0.01%
112
-20
120
$36K 0.01%
120
121
$35K 0.01%
728
+157
122
$35K 0.01%
303
123
$33K 0.01%
1,170
124
$32K 0.01%
300
-100
125
$32K 0.01%
360
3 4
5
6 7