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
$280M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.01M
3
+$4.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.94M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.35M

Top Sells

1
+$25.3M
2
+$19.6M
3
+$9.41M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.22M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.44M

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
501
$2K ﹤0.01%
31
+8
502
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503
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504
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505
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506
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507
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508
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509
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510
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8
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80
-1,395
513
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202
514
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21
515
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94
516
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84
517
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518
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519
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520
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64
+11
521
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6
522
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8
523
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100
524
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7
525
$2K ﹤0.01%
74
19 20
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