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
201
$81K 0.01%
+1,036
202
$80K 0.01%
3,737
-57
203
$79K 0.01%
476
-7
204
$78K 0.01%
2,525
+24
205
$77K 0.01%
1,749
-18
206
$77K 0.01%
811
207
$76K 0.01%
466
-8
208
$76K 0.01%
2,376
-72
209
$75K 0.01%
389
-255
210
$75K 0.01%
750
211
$75K 0.01%
1,475
-23
212
$74K 0.01%
544
213
$74K 0.01%
3,149
+149
214
$73K 0.01%
122
+1
215
$73K 0.01%
1,099
-898
216
$73K 0.01%
1,471
217
$72K 0.01%
1,688
+95
218
$72K 0.01%
537
+115
219
$71K 0.01%
2,693
220
$71K 0.01%
790
-12
221
$71K 0.01%
1,148
+3
222
$70K 0.01%
532
223
$70K 0.01%
3,149
-50
224
$70K 0.01%
837
+133
225
$68K 0.01%
177
+30
7 8
9
10 11