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
276
$15K 0.01%
529
277
$15K 0.01%
1,740
278
$14K ﹤0.01%
+60
279
$14K ﹤0.01%
222
-289
280
$14K ﹤0.01%
+70
281
$14K ﹤0.01%
1,012
282
$14K ﹤0.01%
925
283
$14K ﹤0.01%
93
+61
284
$13K ﹤0.01%
557
+524
285
$13K ﹤0.01%
1,000
286
$13K ﹤0.01%
+257
287
$13K ﹤0.01%
675
288
$12K ﹤0.01%
+64
289
$12K ﹤0.01%
+89
290
$12K ﹤0.01%
1,000
291
$12K ﹤0.01%
123
+120
292
$12K ﹤0.01%
+83
293
$12K ﹤0.01%
+216
294
$12K ﹤0.01%
352
295
$12K ﹤0.01%
138
+12
296
$11K ﹤0.01%
20
+16
297
$11K ﹤0.01%
1,000
298
$11K ﹤0.01%
150
-200
299
$11K ﹤0.01%
+214
300
$11K ﹤0.01%
+207
10 11
12
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