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
$357M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$16.4M
3
+$14.8M
4
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$3.58M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.98M

Top Sells

1
+$32.3M
2
+$4.39M
3
+$3.59M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$3.38M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$1.98M

Sector Composition

1 Financials 2.48%
2 Technology 2%
3 Consumer Discretionary 1.04%
4 Healthcare 1.02%
5 Industrials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
+200
452
$5K ﹤0.01%
205
453
$5K ﹤0.01%
119
+28
454
$5K ﹤0.01%
100
455
$5K ﹤0.01%
26
456
$5K ﹤0.01%
63
457
$5K ﹤0.01%
26
458
$5K ﹤0.01%
106
459
$5K ﹤0.01%
144
+90
460
$4K ﹤0.01%
164
461
$4K ﹤0.01%
87
462
$4K ﹤0.01%
185
463
$4K ﹤0.01%
36
464
$4K ﹤0.01%
29
465
$4K ﹤0.01%
39
466
$4K ﹤0.01%
23
467
$4K ﹤0.01%
300
468
$4K ﹤0.01%
50
469
$4K ﹤0.01%
150
470
$4K ﹤0.01%
53
471
$4K ﹤0.01%
74
+23
472
$4K ﹤0.01%
22
473
$4K ﹤0.01%
73
474
$4K ﹤0.01%
32
+4
475
$4K ﹤0.01%
101
-24
17 18
19
20 21