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
126
$85K 0.03%
1,690
127
$85K 0.03%
976
-208
128
$85K 0.03%
4,587
+21
129
$85K 0.03%
835
-178
130
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811
131
$83K 0.03%
5,347
+46
132
$83K 0.03%
3,143
-671
133
$81K 0.03%
877
+1
134
$80K 0.03%
1,155
+17
135
$79K 0.03%
787
+1
136
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-87
137
$79K 0.03%
837
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138
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403
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220
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140
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141
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143
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145
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146
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148
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149
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430
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150
$71K 0.03%
1,821
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6
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