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
State Street 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
126
$32K 0.01%
300
-100
127
$30K 0.01%
375
128
$29K 0.01%
2,583
129
$28K 0.01%
1,090
130
$28K 0.01%
1,000
131
$27K 0.01%
496
132
$27K 0.01%
306
133
$27K 0.01%
180
-100
134
$26K 0.01%
405
+55
135
$25K 0.01%
200
136
$25K 0.01%
950
-1,200
137
$25K 0.01%
2,828
138
$25K 0.01%
1,500
139
$25K 0.01%
984
140
$24K 0.01%
567
141
$22K 0.01%
126
+110
142
$21K 0.01%
328
+127
143
$21K 0.01%
1,242
+1,072
144
$21K 0.01%
675
145
$21K 0.01%
910
146
$20K 0.01%
347
+3
147
$20K 0.01%
+100
148
$19K 0.01%
+1,027
149
$19K 0.01%
1,773
150
$19K 0.01%
500
4 5
6
7 8