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
251
$26K 0.01%
+88
252
$26K 0.01%
1,000
253
$26K 0.01%
+2,034
254
$25K 0.01%
3,576
255
$25K 0.01%
523
+27
256
$25K 0.01%
482
+344
257
$25K 0.01%
984
258
$24K 0.01%
340
+140
259
$22K 0.01%
169
+155
260
$22K 0.01%
1,500
261
$21K 0.01%
2,828
262
$21K 0.01%
84
263
$20K 0.01%
200
264
$19K 0.01%
2,600
265
$19K 0.01%
1,090
266
$19K 0.01%
109
+104
267
$18K 0.01%
200
268
$18K 0.01%
+1,000
269
$18K 0.01%
+85
270
$17K 0.01%
+66
271
$17K 0.01%
+247
272
$17K 0.01%
463
+375
273
$16K 0.01%
+91
274
$15K 0.01%
+29
275
$15K 0.01%
882
+250
9 10
11
12 13