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
151
$14K 0.01%
1,375
+288
152
$14K 0.01%
+222
153
$14K 0.01%
7,000
154
$13K 0.01%
+218
155
$13K 0.01%
200
156
$13K 0.01%
+474
157
$13K 0.01%
109
+66
158
$13K 0.01%
925
159
$13K 0.01%
911
-55
160
$13K 0.01%
+92
161
$13K 0.01%
+226
162
$13K 0.01%
372
163
$12K 0.01%
+84
164
$12K 0.01%
+269
165
$12K 0.01%
+384
166
$12K 0.01%
+314
167
$12K 0.01%
154
+42
168
$12K 0.01%
+233
169
$12K 0.01%
1,205
170
$12K 0.01%
352
171
$12K 0.01%
96
172
$12K 0.01%
+113
173
$12K 0.01%
350
174
$12K 0.01%
166
175
$11K 0.01%
+242
5 6
7
8 9