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
201
$51K 0.02%
+419
202
$51K 0.02%
537
203
$51K 0.02%
3,333
+1,129
204
$51K 0.02%
2,500
205
$51K 0.02%
+1,249
206
$50K 0.02%
452
-95
207
$49K 0.02%
988
+18
208
$49K 0.02%
179
-1
209
$49K 0.02%
822
210
$48K 0.02%
761
211
$48K 0.02%
800
212
$48K 0.02%
+7,475
213
$47K 0.02%
213
+192
214
$46K 0.02%
447
215
$46K 0.02%
+1,977
216
$45K 0.02%
564
+10
217
$45K 0.02%
868
+74
218
$44K 0.02%
741
+2
219
$44K 0.02%
770
-164
220
$44K 0.02%
7,130
+1,987
221
$44K 0.02%
2,954
222
$44K 0.02%
518
-719
223
$43K 0.02%
202
-452
224
$43K 0.02%
475
-112
225
$42K 0.02%
1,170
-130
7 8
9
10 11