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
$357M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$16.6M
3
+$15.8M
4
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$3.78M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2M

Top Sells

1
+$34.2M
2
+$4.39M
3
+$4.31M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.59M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.27M

Sector Composition

1 Financials 2.48%
2 Technology 2%
3 Consumer Discretionary 1.04%
4 Healthcare 1.02%
5 Industrials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.01%
2,843
-115
227
$50K 0.01%
946
+87
228
$48K 0.01%
202
229
$47K 0.01%
417
-30
230
$47K 0.01%
3,098
+144
231
$45K 0.01%
154
-6
232
$45K 0.01%
525
+9
233
$45K 0.01%
7,181
-294
234
$42K 0.01%
564
235
$41K 0.01%
1,500
-1,000
236
$41K 0.01%
2,829
-115
237
$39K 0.01%
440
+100
238
$39K 0.01%
2,556
239
$38K 0.01%
237
240
$37K 0.01%
2,312
-5,728
241
$36K 0.01%
983
+50
242
$36K 0.01%
375
243
$33K 0.01%
2,034
244
$32K 0.01%
390
245
$32K 0.01%
431
-157
246
$32K 0.01%
500
-300
247
$32K 0.01%
1,100
248
$31K 0.01%
449
-83
249
$30K 0.01%
+758
250
$28K 0.01%
546
8 9
10
11 12