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
451
$3K ﹤0.01%
50
452
$3K ﹤0.01%
12
+4
453
$3K ﹤0.01%
591
454
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166
455
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51
456
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22
-3
457
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73
+20
458
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28
+9
459
$3K ﹤0.01%
400
-1,000
460
$3K ﹤0.01%
96
461
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87
+1
462
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18
463
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185
464
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16
465
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49
466
$3K ﹤0.01%
32
467
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133
+23
468
$3K ﹤0.01%
16
469
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42
470
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25
471
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27
472
$3K ﹤0.01%
51
473
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33
474
$3K ﹤0.01%
111
475
$3K ﹤0.01%
30
17 18
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