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
51
$318K 0.09%
1,936
+55
52
$310K 0.09%
8,432
-308
53
$310K 0.09%
1,335
+10
54
$306K 0.09%
1,810
55
$288K 0.08%
2,069
-56
56
$288K 0.08%
18,261
57
$284K 0.08%
3,644
+71
58
$282K 0.08%
4,583
59
$254K 0.07%
11,709
+581
60
$254K 0.07%
6,190
61
$249K 0.07%
+6,562
62
$246K 0.07%
4,486
+127
63
$245K 0.07%
1,011
64
$245K 0.07%
1,611
+51
65
$230K 0.06%
17,600
-400
66
$225K 0.06%
2,600
67
$219K 0.06%
1,030
+16
68
$214K 0.06%
804
+33
69
$209K 0.06%
17,231
70
$205K 0.06%
6,769
+104
71
$201K 0.06%
5,568
72
$189K 0.05%
1,727
+51
73
$188K 0.05%
880
+440
74
$178K 0.05%
997
75
$177K 0.05%
3,243
1 2
3
4 5