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
401
$5K ﹤0.01%
400
402
$5K ﹤0.01%
90
403
$5K ﹤0.01%
1,773
404
$5K ﹤0.01%
4
405
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115
+90
406
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119
407
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308
408
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55
-1,079
409
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50
410
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60
411
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158
412
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23
413
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200
414
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390
415
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404
416
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32
417
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34
418
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145
+64
420
$4K ﹤0.01%
36
421
$4K ﹤0.01%
39
422
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28
423
$4K ﹤0.01%
37
424
$4K ﹤0.01%
150
425
$4K ﹤0.01%
53
15 16
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18 19