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
251
$29K 0.01%
88
252
$28K 0.01%
375
253
$28K 0.01%
546
+23
254
$28K 0.01%
482
255
$28K 0.01%
1,100
256
$26K 0.01%
325
257
$25K 0.01%
340
258
$25K 0.01%
984
259
$24K 0.01%
910
260
$22K 0.01%
1,500
261
$21K 0.01%
2,828
262
$21K 0.01%
109
263
$20K 0.01%
200
264
$19K 0.01%
3,576
265
$19K 0.01%
529
266
$19K 0.01%
91
267
$18K 0.01%
200
268
$18K 0.01%
29
269
$18K 0.01%
66
270
$18K 0.01%
463
271
$18K 0.01%
216
272
$17K 0.01%
1,000
273
$17K 0.01%
882
274
$17K 0.01%
218
-29
275
$17K 0.01%
1,090
9 10
11
12 13