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
151
$71K 0.03%
3,276
-731
152
$71K 0.03%
1,931
+619
153
$70K 0.03%
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154
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155
$70K 0.03%
72
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156
$69K 0.02%
286
+2
157
$69K 0.02%
618
-1
158
$69K 0.02%
360
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363
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160
$69K 0.02%
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161
$68K 0.02%
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162
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1,360
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164
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+4,377
165
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85
166
$65K 0.02%
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171
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646
172
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255
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173
$60K 0.02%
122
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174
$60K 0.02%
189
175
$60K 0.02%
1,589
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7
8 9