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
101
$285K 0.05%
7,700
+1,198
102
$280K 0.05%
2,818
+679
103
$280K 0.05%
1,220
+50
104
$279K 0.05%
7,559
+2,059
105
$278K 0.05%
677
-5
106
$277K 0.05%
1,013
+127
107
$274K 0.04%
1,211
+469
108
$273K 0.04%
522
109
$272K 0.04%
3,440
+441
110
$271K 0.04%
543
+73
111
$271K 0.04%
2,566
-1,065
112
$269K 0.04%
2,216
+274
113
$265K 0.04%
5,034
-1,281
114
$264K 0.04%
843
115
$263K 0.04%
6,511
-169
116
$248K 0.04%
1,744
-304
117
$240K 0.04%
1,629
+81
118
$240K 0.04%
2,017
+256
119
$233K 0.04%
3,011
+682
120
$226K 0.04%
529
-3
121
$225K 0.04%
3,589
122
$224K 0.04%
862
-8
123
$217K 0.04%
1,383
-72
124
$214K 0.03%
1,122
125
$214K 0.03%
722
-199
3 4
5
6 7