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
76
$152K 0.05%
1,011
77
$150K 0.05%
19,761
-4,185
78
$136K 0.05%
1,172
+77
79
$135K 0.05%
2,306
-34
80
$135K 0.05%
10,194
+6,876
81
$133K 0.05%
2,563
+108
82
$130K 0.05%
972
+803
83
$129K 0.05%
776
-81
84
$128K 0.05%
2,157
85
$125K 0.04%
402
+1
86
$124K 0.04%
842
87
$123K 0.04%
993
-209
88
$120K 0.04%
2,580
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89
$119K 0.04%
593
90
$118K 0.04%
537
-16
91
$116K 0.04%
8,040
-1,406,184
92
$115K 0.04%
3,064
+7
93
$115K 0.04%
1,652
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94
$113K 0.04%
294
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95
$112K 0.04%
3,273
96
$111K 0.04%
465
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97
$110K 0.04%
1,500
-520
98
$109K 0.04%
1,334
99
$108K 0.04%
640
100
$107K 0.04%
2,930
+340
2 3
4
5 6