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
276
$17K 0.01%
85
277
$16K 0.01%
222
278
$16K 0.01%
64
279
$15K 0.01%
925
280
$14K 0.01%
60
281
$14K 0.01%
600
-1,489
282
$14K 0.01%
70
283
$14K 0.01%
138
+42
284
$14K 0.01%
28
285
$14K 0.01%
1,012
286
$14K 0.01%
257
287
$13K ﹤0.01%
761
+204
288
$13K ﹤0.01%
89
289
$13K ﹤0.01%
83
290
$13K ﹤0.01%
1,000
291
$13K ﹤0.01%
195
292
$13K ﹤0.01%
223
-215
293
$13K ﹤0.01%
352
294
$13K ﹤0.01%
93
295
$12K ﹤0.01%
2,600
296
$12K ﹤0.01%
150
297
$12K ﹤0.01%
1,000
298
$12K ﹤0.01%
123
299
$12K ﹤0.01%
53
-251
300
$12K ﹤0.01%
122
10 11
12
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