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
$280M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$8.96M
3
+$4.35M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.9M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.43M

Top Sells

1
+$26M
2
+$20.3M
3
+$9.52M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.48M

Sector Composition

1 Financials 2.67%
2 Technology 2.2%
3 Healthcare 1.28%
4 Consumer Discretionary 0.99%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.02%
54
-12
227
$40K 0.01%
532
228
$40K 0.01%
1,452
-321
229
$40K 0.01%
498
+185
230
$40K 0.01%
1,000
231
$40K 0.01%
859
232
$39K 0.01%
282
233
$39K 0.01%
237
234
$39K 0.01%
789
235
$39K 0.01%
84
236
$38K 0.01%
+2,958
237
$38K 0.01%
+2,944
238
$37K 0.01%
2,556
239
$37K 0.01%
588
240
$36K 0.01%
271
-79
241
$36K 0.01%
+160
242
$36K 0.01%
1,500
-95
243
$35K 0.01%
2,821
+63
244
$34K 0.01%
933
245
$33K 0.01%
516
-34
246
$32K 0.01%
390
-2,689
247
$32K 0.01%
177
-38
248
$32K 0.01%
1,000
249
$31K 0.01%
1,004
-190
250
$30K 0.01%
2,034
8 9
10
11 12