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
351
$7K ﹤0.01%
+71
352
$7K ﹤0.01%
+120
353
$7K ﹤0.01%
150
-75
354
$7K ﹤0.01%
515
+320
355
$7K ﹤0.01%
+29
356
$7K ﹤0.01%
568
357
$7K ﹤0.01%
166
358
$6K ﹤0.01%
1,773
359
$6K ﹤0.01%
197
+10
360
$6K ﹤0.01%
122
361
$6K ﹤0.01%
+32
362
$6K ﹤0.01%
+390
363
$6K ﹤0.01%
+268
364
$6K ﹤0.01%
+70
365
$6K ﹤0.01%
56
+53
366
$6K ﹤0.01%
+21
367
$6K ﹤0.01%
+160
368
$6K ﹤0.01%
+87
369
$6K ﹤0.01%
460
370
$6K ﹤0.01%
300
+284
371
$6K ﹤0.01%
+205
372
$6K ﹤0.01%
+75
373
$6K ﹤0.01%
+117
374
$5K ﹤0.01%
68
+18
375
$5K ﹤0.01%
400
13 14
15
16 17