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

Top Buys

1
+$38.5M
2
+$16.6M
3
+$15.8M
4
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$3.78M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2M

Top Sells

1
+$34.2M
2
+$4.39M
3
+$4.31M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.59M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.27M

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
26
$1.88M 0.53%
21,260
+17,438
27
$1.25M 0.35%
30,379
-1,139
28
$1.16M 0.33%
23,285
+965
29
$1.1M 0.31%
34,102
+1,651
30
$1.06M 0.3%
58,632
+46,330
31
$1.03M 0.29%
18,419
+1,764
32
$980K 0.27%
+17,780
33
$747K 0.21%
15,324
+2,560
34
$707K 0.2%
4,340
+300
35
$653K 0.18%
2,667
-3
36
$608K 0.17%
9,807
+6,759
37
$600K 0.17%
2,696
+27
38
$524K 0.15%
2,229
+189
39
$475K 0.13%
14,000
40
$455K 0.13%
3,071
-59
41
$431K 0.12%
28,422
+18,228
42
$417K 0.12%
1,114
-463
43
$416K 0.12%
3,272
-1,200
44
$390K 0.11%
1,431
45
$357K 0.1%
4,310
+64
46
$357K 0.1%
7,968
+378
47
$356K 0.1%
3,221
48
$355K 0.1%
3,312
+155
49
$338K 0.09%
1,236
+6
50
$327K 0.09%
3,568
-64
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2
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