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
301
$11K ﹤0.01%
+28
302
$11K ﹤0.01%
+298
303
$11K ﹤0.01%
122
+10
304
$10K ﹤0.01%
+360
305
$10K ﹤0.01%
+282
306
$10K ﹤0.01%
165
+77
307
$10K ﹤0.01%
195
+95
308
$10K ﹤0.01%
+68
309
$10K ﹤0.01%
+96
310
$10K ﹤0.01%
700
311
$9K ﹤0.01%
+96
312
$9K ﹤0.01%
164
+54
313
$9K ﹤0.01%
+460
314
$9K ﹤0.01%
1,400
+1,000
315
$9K ﹤0.01%
150
+30
316
$9K ﹤0.01%
882
+250
317
$9K ﹤0.01%
+273
318
$9K ﹤0.01%
+31
319
$9K ﹤0.01%
63
320
$9K ﹤0.01%
+379
321
$9K ﹤0.01%
+300
322
$9K ﹤0.01%
350
+150
323
$9K ﹤0.01%
+22
324
$9K ﹤0.01%
+175
325
$9K ﹤0.01%
+61
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