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
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%
+136
181
$10K 0.01%
250
+125
182
$10K 0.01%
1,000
183
$10K 0.01%
125
+58
184
$10K 0.01%
830
185
$10K 0.01%
+181
186
$10K 0.01%
+103
187
$10K 0.01%
+405
188
$10K 0.01%
700
189
$10K 0.01%
233
190
$10K 0.01%
700
191
$9K ﹤0.01%
+90
192
$9K ﹤0.01%
+190
193
$9K ﹤0.01%
+191
194
$9K ﹤0.01%
+185
195
$9K ﹤0.01%
+223
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