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
151
$142K 0.02%
875
152
$141K 0.02%
18,315
+5,703
153
$137K 0.02%
926
154
$135K 0.02%
5,849
-91
155
$135K 0.02%
608
156
$131K 0.02%
442
-171
157
$131K 0.02%
1,341
+181
158
$130K 0.02%
781
-13
159
$128K 0.02%
2,443
160
$127K 0.02%
679
-6
161
$125K 0.02%
235
+2
162
$124K 0.02%
269
+247
163
$123K 0.02%
9,475
164
$120K 0.02%
346
-5
165
$119K 0.02%
2,037
+26
166
$119K 0.02%
420
-9
167
$118K 0.02%
1,091
-17
168
$118K 0.02%
2,430
-120
169
$117K 0.02%
3,387
-164
170
$116K 0.02%
5,264
-144
171
$113K 0.02%
300
172
$113K 0.02%
2,553
-40
173
$113K 0.02%
6,757
-2,880
174
$113K 0.02%
586
+553
175
$111K 0.02%
2,955
-46
5 6
7
8 9