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
51
$268K 0.1%
1,810
-72
52
$248K 0.09%
4,583
-3,502
53
$244K 0.09%
18,000
-2,720
54
$240K 0.09%
11,128
-480
55
$239K 0.09%
6,190
56
$225K 0.08%
2,600
57
$224K 0.08%
18,261
58
$223K 0.08%
758
59
$215K 0.08%
4,359
+25
60
$214K 0.08%
771
-16
61
$213K 0.08%
14,171
62
$195K 0.07%
766
63
$193K 0.07%
12,302
+12,074
64
$188K 0.07%
14,000
+8,000
65
$184K 0.07%
1,560
+25
66
$182K 0.06%
1,676
67
$181K 0.06%
2,508
-18
68
$177K 0.06%
997
+162
69
$176K 0.06%
17,231
70
$176K 0.06%
3,243
71
$167K 0.06%
1,014
+214
72
$161K 0.06%
6,665
+1,953
73
$161K 0.06%
+3,048
74
$160K 0.06%
758
+343
75
$155K 0.06%
5,568
1 2
3
4 5