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
576
$1K ﹤0.01%
5
577
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7
578
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27
579
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20
580
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+5
581
$1K ﹤0.01%
3
582
$1K ﹤0.01%
124
583
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33
584
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+8
585
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32
+19
586
$1K ﹤0.01%
8
587
$1K ﹤0.01%
+24
588
– –
0
589
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16
590
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5
591
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14
-1,230
592
$1K ﹤0.01%
300
593
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+300
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8
+2
595
$1K ﹤0.01%
+150
596
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54
-35
597
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37
598
$1K ﹤0.01%
232
599
$1K ﹤0.01%
14
600
$1K ﹤0.01%
100
22 23
24
25 26