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
301
$11K ﹤0.01%
20
302
$11K ﹤0.01%
368
-1,741
303
$11K ﹤0.01%
1,000
304
$11K ﹤0.01%
145
305
$11K ﹤0.01%
+78
306
$11K ﹤0.01%
214
307
$11K ﹤0.01%
360
308
$11K ﹤0.01%
68
309
$11K ﹤0.01%
96
310
$11K ﹤0.01%
298
311
$11K ﹤0.01%
675
312
$10K ﹤0.01%
32
-196
313
$10K ﹤0.01%
282
314
$10K ﹤0.01%
63
315
$10K ﹤0.01%
207
316
$10K ﹤0.01%
1,740
317
$10K ﹤0.01%
300
318
$10K ﹤0.01%
350
319
$10K ﹤0.01%
61
320
$10K ﹤0.01%
700
321
$9K ﹤0.01%
150
322
$9K ﹤0.01%
164
323
$9K ﹤0.01%
27
324
$9K ﹤0.01%
460
325
$9K ﹤0.01%
213
+24
11 12
13
14 15