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
376
$6K ﹤0.01%
203
377
$6K ﹤0.01%
150
378
$6K ﹤0.01%
71
379
$6K ﹤0.01%
16
380
$6K ﹤0.01%
138
381
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56
382
$6K ﹤0.01%
85
+12
383
$6K ﹤0.01%
129
384
$6K ﹤0.01%
300
385
$6K ﹤0.01%
166
386
$6K ﹤0.01%
75
387
$5K ﹤0.01%
20
+16
388
$5K ﹤0.01%
50
389
$5K ﹤0.01%
400
390
$5K ﹤0.01%
90
391
$5K ﹤0.01%
1,773
392
$5K ﹤0.01%
4
393
$5K ﹤0.01%
115
+90
394
$5K ﹤0.01%
119
395
$5K ﹤0.01%
308
396
$5K ﹤0.01%
55
-1,079
397
$5K ﹤0.01%
50
398
$5K ﹤0.01%
60
399
$5K ﹤0.01%
158
400
$5K ﹤0.01%
23
14 15
16
17 18