FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$22.7M
2
+$9.01M
3
+$4.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.94M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.35M

Top Sells

1
+$25.3M
2
+$19.6M
3
+$9.41M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.22M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.44M

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
376
$6K ﹤0.01%
203
377
$6K ﹤0.01%
150
378
$6K ﹤0.01%
71
379
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16
380
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138
381
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56
382
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85
+12
383
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129
384
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300
385
$6K ﹤0.01%
166
386
$6K ﹤0.01%
75
387
$5K ﹤0.01%
20
+16
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$5K ﹤0.01%
50
389
$5K ﹤0.01%
44
390
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179
-200
391
$5K ﹤0.01%
81
392
$5K ﹤0.01%
200
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49
+43
395
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400
396
$5K ﹤0.01%
+205
397
$5K ﹤0.01%
87
398
$5K ﹤0.01%
85
399
$5K ﹤0.01%
160
400
$5K ﹤0.01%
26
14 15
16
17 18