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
126
$96K 0.03%
2,600
+623
127
$95K 0.03%
680
+25
128
$95K 0.03%
703
-28
129
$95K 0.03%
1,750
+60
130
$94K 0.03%
+2,976
131
$94K 0.03%
1,916
+464
132
$93K 0.03%
199
+5
133
$93K 0.03%
+5,691
134
$91K 0.03%
627
135
$91K 0.03%
+2,403
136
$90K 0.03%
1,054
+26
137
$89K 0.03%
1,439
+102
138
$89K 0.03%
1,524
+44
139
$89K 0.03%
3,736
-152
140
$89K 0.03%
+1,988
141
$88K 0.02%
1,412
-96
142
$88K 0.02%
3,147
-129
143
$88K 0.02%
+5,401
144
$88K 0.02%
453
+4
145
$87K 0.02%
416
+13
146
$86K 0.02%
1,471
147
$85K 0.02%
727
-30
148
$85K 0.02%
4,211
-166
149
$85K 0.02%
225
+5
150
$85K 0.02%
1,060
4 5
6
7 8