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
426
$4K ﹤0.01%
30
+4
427
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125
+25
428
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49
429
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164
430
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32
431
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48
432
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304
+229
433
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102
434
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1
435
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436
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200
437
$4K ﹤0.01%
118
438
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19
439
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12
+5
440
$4K ﹤0.01%
100
441
$4K ﹤0.01%
63
-31
442
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38
443
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106
444
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22
445
$3K ﹤0.01%
28
+9
446
$3K ﹤0.01%
400
-1,000
447
$3K ﹤0.01%
96
448
$3K ﹤0.01%
87
+1
449
$3K ﹤0.01%
18
450
$3K ﹤0.01%
185
16 17
18
19 20