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
$290M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$5.6M
3
+$5.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.84M

Top Sells

1
+$24.6M
2
+$8.96M
3
+$7.36M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$1.94M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.66M

Sector Composition

1 Financials 2.52%
2 Technology 1.96%
3 Healthcare 1.3%
4 Energy 1.01%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.01%
282
+281
227
$42K 0.01%
+239
228
$42K 0.01%
2,758
+2,609
229
$42K 0.01%
+2,954
230
$42K 0.01%
+822
231
$41K 0.01%
+215
232
$41K 0.01%
1,194
+243
233
$41K 0.01%
1,233
+1,127
234
$41K 0.01%
3,318
-384
235
$38K 0.01%
285
+253
236
$38K 0.01%
550
+134
237
$36K 0.01%
2,556
238
$36K 0.01%
5,143
+1,227
239
$34K 0.01%
+2,204
240
$34K 0.01%
1,100
241
$33K 0.01%
+859
242
$32K 0.01%
933
-13
243
$32K 0.01%
+237
244
$32K 0.01%
+588
245
$31K 0.01%
375
246
$30K 0.01%
910
247
$29K 0.01%
+532
248
$28K 0.01%
+325
249
$28K 0.01%
313
-275,205
250
$27K 0.01%
438
+26
8 9
10
11 12