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
326
$11K ﹤0.01%
116
-721
327
$11K ﹤0.01%
92
328
$11K ﹤0.01%
+158
329
$11K ﹤0.01%
63
330
$11K ﹤0.01%
360
331
$11K ﹤0.01%
+654
332
$11K ﹤0.01%
489
+378
333
$11K ﹤0.01%
545
+30
334
$11K ﹤0.01%
+232
335
$11K ﹤0.01%
188
+32
336
$11K ﹤0.01%
+430
337
$11K ﹤0.01%
122
338
$11K ﹤0.01%
29
339
$11K ﹤0.01%
568
340
$11K ﹤0.01%
205
341
$11K ﹤0.01%
700
342
$11K ﹤0.01%
+230
343
$10K ﹤0.01%
68
344
$10K ﹤0.01%
27
345
$10K ﹤0.01%
+286
346
$10K ﹤0.01%
460
347
$10K ﹤0.01%
+78
348
$10K ﹤0.01%
882
349
$10K ﹤0.01%
+542
350
$10K ﹤0.01%
+250
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