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
251
$28K 0.01%
482
252
$28K 0.01%
84
253
$25K 0.01%
2,828
254
$25K 0.01%
141
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255
$25K 0.01%
984
256
$24K 0.01%
529
257
$24K 0.01%
1,090
258
$24K 0.01%
1,500
259
$24K 0.01%
392
+368
260
$23K 0.01%
200
261
$23K 0.01%
60
-28
262
$22K 0.01%
222
263
$22K 0.01%
3,576
264
$22K 0.01%
882
265
$22K 0.01%
91
266
$21K 0.01%
66
267
$21K 0.01%
504
+242
268
$21K 0.01%
91
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269
$21K 0.01%
195
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270
$21K 0.01%
910
271
$20K 0.01%
218
272
$20K 0.01%
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273
$19K 0.01%
231
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274
$19K 0.01%
+631
275
$18K 0.01%
600
9 10
11
12 13