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
101
$122K 0.03%
3,273
102
$121K 0.03%
562
+25
103
$120K 0.03%
2,496
-84
104
$117K 0.03%
5,347
105
$117K 0.03%
5,000
106
$115K 0.03%
2,303
-260
107
$111K 0.03%
1,600
-63
108
$109K 0.03%
771
+31
109
$108K 0.03%
868
-9
110
$107K 0.03%
604
-37
111
$106K 0.03%
298
+4
112
$106K 0.03%
3,519
+12
113
$105K 0.03%
1,514
114
$105K 0.03%
668
-4
115
$103K 0.03%
1,592
+22
116
$102K 0.03%
1,306
+9
117
$102K 0.03%
2,170
-190
118
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1,820
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119
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802
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120
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1,468
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121
$101K 0.03%
535
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122
$100K 0.03%
828
+41
123
$98K 0.03%
4,605
+18
124
$97K 0.03%
720
-122
125
$96K 0.03%
2,600
+623
3 4
5
6 7