FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$25.3M
2
+$9.05M
3
+$6.46M
4
PUI icon
Invesco Dorsey Wright Utilities Momentum ETF
PUI
+$4.41M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.09M

Top Sells

1
+$26.3M
2
+$14M
3
+$4.54M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
MAIN icon
Main Street Capital
MAIN
+$3.3M

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
176
$11K 0.01%
125
+53
177
$11K 0.01%
+578
178
$11K 0.01%
85
179
$11K 0.01%
450
180
$10K 0.01%
1,000
181
$10K 0.01%
125
+58
182
$10K 0.01%
830
183
$10K 0.01%
+181
184
$10K 0.01%
+103
185
$10K 0.01%
+405
186
$10K 0.01%
700
187
$10K 0.01%
233
188
$10K 0.01%
700
189
$10K 0.01%
+136
190
$10K 0.01%
250
+125
191
$9K ﹤0.01%
+190
192
$9K ﹤0.01%
+191
193
$9K ﹤0.01%
+185
194
$9K ﹤0.01%
+223
195
$9K ﹤0.01%
+90
196
$9K ﹤0.01%
784
197
$9K ﹤0.01%
+287
198
$9K ﹤0.01%
+76
199
$9K ﹤0.01%
+214
200
$9K ﹤0.01%
500
6 7
8
9 10