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
26
$944K 0.34%
+16,655
27
$905K 0.32%
8,880
-200
28
$690K 0.25%
+12,468
29
$636K 0.23%
4,040
-120
30
$620K 0.22%
2,670
+3
31
$561K 0.2%
2,669
-1,073
32
$528K 0.19%
1,577
33
$434K 0.15%
3,130
+2
34
$431K 0.15%
4,472
+423
35
$400K 0.14%
+7,952
36
$357K 0.13%
3,221
37
$338K 0.12%
1,431
-135
38
$337K 0.12%
+3,822
39
$322K 0.11%
3,632
-871
40
$322K 0.11%
1,230
-188
41
$318K 0.11%
4,246
42
$304K 0.11%
8,740
+175
43
$299K 0.11%
7,590
-229
44
$295K 0.11%
2,125
-34
45
$292K 0.1%
2,040
+840
46
$283K 0.1%
3,573
+88
47
$282K 0.1%
1,325
-233
48
$277K 0.1%
3,157
+80
49
$271K 0.1%
12,764
-914
50
$269K 0.1%
1,881
+4
1
2
3 4 5