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
$302M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.55M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$3.79M

Top Sells

1
+$9.06M
2
+$5.06M
3
+$4.23M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$4.23M
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$3.46M

Sector Composition

1 Financials 2.18%
2 Energy 1.43%
3 Technology 0.85%
4 Utilities 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
+103
202
$8K ﹤0.01%
97
203
$8K ﹤0.01%
59
-7
204
$8K ﹤0.01%
71
205
$8K ﹤0.01%
186
+11
206
$8K ﹤0.01%
138
207
$8K ﹤0.01%
110
208
$8K ﹤0.01%
200
209
$8K ﹤0.01%
+211
210
$7K ﹤0.01%
+91
211
$7K ﹤0.01%
200
212
$7K ﹤0.01%
108
213
$7K ﹤0.01%
+51
214
$6K ﹤0.01%
110
215
$6K ﹤0.01%
70
216
$6K ﹤0.01%
120
217
$6K ﹤0.01%
88
218
$6K ﹤0.01%
400
219
$6K ﹤0.01%
+111
220
$6K ﹤0.01%
123
-14
221
$5K ﹤0.01%
82
222
$5K ﹤0.01%
105
+5
223
$5K ﹤0.01%
400
224
$5K ﹤0.01%
+30
225
$5K ﹤0.01%
591
+267
7 8
9
10 11