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
476
$3K ﹤0.01%
1,000
477
$3K ﹤0.01%
195
478
$3K ﹤0.01%
15
479
$3K ﹤0.01%
130
+76
480
$3K ﹤0.01%
7
481
$3K ﹤0.01%
91
-9
482
$3K ﹤0.01%
33
483
$3K ﹤0.01%
59
484
$3K ﹤0.01%
31
485
$2K ﹤0.01%
317
486
$2K ﹤0.01%
124
487
$2K ﹤0.01%
5
488
$2K ﹤0.01%
19
+12
489
$2K ﹤0.01%
392
-162
490
$2K ﹤0.01%
1
491
$2K ﹤0.01%
47
492
$2K ﹤0.01%
+51
493
$2K ﹤0.01%
48
-69
494
$2K ﹤0.01%
31
+8
495
$2K ﹤0.01%
47
496
$2K ﹤0.01%
16
497
$2K ﹤0.01%
40
498
$2K ﹤0.01%
17
499
$2K ﹤0.01%
15
500
$2K ﹤0.01%
73
18 19
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