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
76
$175K 0.05%
955
-38
77
$171K 0.05%
753
-5
78
$162K 0.05%
1,343
+171
79
$157K 0.04%
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80
$155K 0.04%
9,246
-10,515
81
$149K 0.04%
648
-118
82
$147K 0.04%
1,680
+180
83
$146K 0.04%
804
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84
$145K 0.04%
995
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85
$145K 0.04%
3,116
+52
86
$145K 0.04%
3,618
+1,405
87
$143K 0.04%
409
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88
$138K 0.04%
632
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89
$137K 0.04%
1,960
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90
$136K 0.04%
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91
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$133K 0.04%
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93
$133K 0.04%
640
94
$132K 0.04%
2,999
95
$131K 0.04%
777
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96
$131K 0.04%
2,990
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97
$130K 0.04%
1,420
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98
$128K 0.04%
6,540
99
$127K 0.04%
1,652
100
$123K 0.03%
449
-16
2 3
4
5 6