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
201
$60K 0.02%
479
-20
202
$59K 0.02%
+1,548
203
$59K 0.02%
7,327
+197
204
$58K 0.02%
586
-32
205
$58K 0.02%
1,075
+71
206
$58K 0.02%
663
+31
207
$58K 0.02%
455
-20
208
$58K 0.02%
1,308
+59
209
$58K 0.02%
862
+40
210
$57K 0.02%
3,912
+175
211
$57K 0.02%
1,704
+204
212
$56K 0.02%
521
+3
213
$55K 0.02%
669
-27
214
$55K 0.02%
566
-20
215
$54K 0.02%
911
+43
216
$54K 0.02%
217
+4
217
$53K 0.01%
1,000
218
$53K 0.01%
572
+16
219
$52K 0.01%
1,034
+46
220
$52K 0.01%
738
-32
221
$52K 0.01%
517
-20
222
$52K 0.01%
827
+38
223
$52K 0.01%
52
-2
224
$51K 0.01%
290
+8
225
$51K 0.01%
3,695
+874
7 8
9
10 11