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
126
$19K 0.01%
353
-85,394
127
$19K 0.01%
+357
128
$18K 0.01%
264
129
$18K 0.01%
1,000
130
$18K 0.01%
+221
131
$18K 0.01%
+477
132
$18K 0.01%
460
133
$18K 0.01%
910
134
$18K 0.01%
569
+95
135
$17K 0.01%
+409
136
$17K 0.01%
+143
137
$17K 0.01%
1,960
138
$16K 0.01%
221
+71
139
$16K 0.01%
+357
140
$16K 0.01%
+434
141
$16K 0.01%
+536
142
$16K 0.01%
300
143
$15K 0.01%
200
144
$15K 0.01%
1,265
+865
145
$15K 0.01%
338
146
$14K 0.01%
234
+134
147
$14K 0.01%
625
+591
148
$14K 0.01%
+190
149
$14K 0.01%
+146
150
$14K 0.01%
+265
4 5
6
7 8