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
176
$59K 0.02%
+3,737
177
$59K 0.02%
175
178
$59K 0.02%
499
-107
179
$58K 0.02%
1,337
-45
180
$58K 0.02%
1,516
+283
181
$58K 0.02%
672
+1
182
$58K 0.02%
1,364
+132
183
$57K 0.02%
384
+355
184
$57K 0.02%
556
+4
185
$57K 0.02%
259
+1
186
$57K 0.02%
720
187
$57K 0.02%
2,644
188
$56K 0.02%
109
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189
$56K 0.02%
1,537
190
$55K 0.02%
167
-1
191
$55K 0.02%
1,494
192
$54K 0.02%
239
193
$54K 0.02%
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194
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195
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196
$53K 0.02%
696
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197
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632
198
$53K 0.02%
1,425
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199
$53K 0.02%
586
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200
$53K 0.02%
417
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