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
326
$9K ﹤0.01%
425
327
$9K ﹤0.01%
500
328
$8K ﹤0.01%
+27
329
$8K ﹤0.01%
+151
330
$8K ﹤0.01%
207
331
$8K ﹤0.01%
30
332
$8K ﹤0.01%
189
+5
333
$8K ﹤0.01%
+145
334
$8K ﹤0.01%
+92
335
$8K ﹤0.01%
+141
336
$8K ﹤0.01%
141
+33
337
$8K ﹤0.01%
+47
338
$8K ﹤0.01%
+61
339
$8K ﹤0.01%
+129
340
$8K ﹤0.01%
+253
341
$8K ﹤0.01%
+661
342
$7K ﹤0.01%
+299
343
$7K ﹤0.01%
+38
344
$7K ﹤0.01%
+169
345
$7K ﹤0.01%
286
+146
346
$7K ﹤0.01%
+262
347
$7K ﹤0.01%
+73
348
$7K ﹤0.01%
+19
349
$7K ﹤0.01%
+49
350
$7K ﹤0.01%
+40
12 13
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