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
101
$107K 0.04%
863
-2
102
$107K 0.04%
2,999
103
$103K 0.04%
6,540
104
$102K 0.04%
1,975
105
$101K 0.04%
641
+103
106
$100K 0.04%
672
-89
107
$99K 0.04%
1,648
+440
108
$97K 0.03%
2,325
-492
109
$97K 0.03%
1,514
110
$96K 0.03%
576
-4
111
$96K 0.03%
655
+6
112
$96K 0.03%
1,890
-381
113
$94K 0.03%
1,480
+11
114
$94K 0.03%
1,570
115
$94K 0.03%
1,297
+19
116
$93K 0.03%
740
+1
117
$92K 0.03%
731
-156
118
$91K 0.03%
1,508
+7
119
$91K 0.03%
3,507
-30
120
$90K 0.03%
+6,857
121
$90K 0.03%
528
+1
122
$89K 0.03%
1,383
-500
123
$86K 0.03%
1,471
124
$86K 0.03%
1,663
+757
125
$86K 0.03%
194
+2
3 4
5
6 7