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
126
$213K 0.03%
810
+15
127
$212K 0.03%
2,767
+1,108
128
$205K 0.03%
+4,400
129
$205K 0.03%
834
-9
130
$200K 0.03%
668
-75
131
$197K 0.03%
2,861
+291
132
$192K 0.03%
1,363
+11
133
$192K 0.03%
915
-6
134
$190K 0.03%
2,471
+1,380
135
$189K 0.03%
1,426
-66
136
$187K 0.03%
864
-110
137
$181K 0.03%
352
138
$177K 0.03%
1,396
-452
139
$177K 0.03%
3,843
+600
140
$176K 0.03%
677
-60
141
$173K 0.03%
1,897
+1,892
142
$170K 0.03%
3,388
-696
143
$169K 0.03%
5,422
+761
144
$169K 0.03%
1,270
145
$169K 0.03%
+700
146
$159K 0.03%
1,101
+41
147
$159K 0.03%
652
148
$157K 0.03%
2,672
-56
149
$147K 0.02%
194
+3
150
$144K 0.02%
1,532
-21
4 5
6
7 8