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
201
$9K ﹤0.01%
+272
202
$9K ﹤0.01%
180
203
$9K ﹤0.01%
+119
204
$9K ﹤0.01%
+227
205
$9K ﹤0.01%
865
206
$9K ﹤0.01%
300
207
$8K ﹤0.01%
+105
208
$8K ﹤0.01%
+55
209
$8K ﹤0.01%
+88
210
$8K ﹤0.01%
+125
211
$8K ﹤0.01%
+355
212
$8K ﹤0.01%
+327
213
$8K ﹤0.01%
112
+29
214
$8K ﹤0.01%
+57
215
$8K ﹤0.01%
100
216
$8K ﹤0.01%
+208
217
$8K ﹤0.01%
+132
218
$8K ﹤0.01%
+630
219
$8K ﹤0.01%
+93
220
$8K ﹤0.01%
1,251
221
$8K ﹤0.01%
+163
222
$8K ﹤0.01%
+230
223
$8K ﹤0.01%
+238
224
$8K ﹤0.01%
+109
225
$8K ﹤0.01%
+570
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9
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