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
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%
+208
208
$8K ﹤0.01%
+132
209
$8K ﹤0.01%
+93
210
$8K ﹤0.01%
+55
211
$8K ﹤0.01%
+88
212
$8K ﹤0.01%
+125
213
$8K ﹤0.01%
+355
214
$8K ﹤0.01%
+327
215
$8K ﹤0.01%
112
+29
216
$8K ﹤0.01%
+57
217
$8K ﹤0.01%
100
218
$8K ﹤0.01%
+630
219
$8K ﹤0.01%
1,251
220
$8K ﹤0.01%
+163
221
$8K ﹤0.01%
+230
222
$8K ﹤0.01%
+570
223
$8K ﹤0.01%
+150
224
$8K ﹤0.01%
+240
225
$8K ﹤0.01%
157