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
176
$110K 0.02%
1,145
+4
177
$108K 0.02%
123
-2
178
$107K 0.02%
3,371
-3,800
179
$106K 0.02%
647
180
$106K 0.02%
1,950
-31
181
$103K 0.02%
1,389
-21
182
$102K 0.02%
917
-32
183
$97K 0.02%
881
+43
184
$97K 0.02%
623
+600
185
$97K 0.02%
1,492
-22
186
$96K 0.02%
6,140
-95
187
$96K 0.02%
954
-21
188
$96K 0.02%
2,648
+2,326
189
$96K 0.02%
1,579
-426
190
$96K 0.02%
1,462
-22
191
$92K 0.02%
1,310
+11
192
$89K 0.01%
854
+18
193
$88K 0.01%
141
194
$88K 0.01%
2,563
-60
195
$88K 0.01%
1,304
-78
196
$87K 0.01%
3,768
-58
197
$83K 0.01%
360
-47
198
$82K 0.01%
+8,465
199
$82K 0.01%
1,347
-32
200
$81K 0.01%
1,016
6 7
8
9 10