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
376
$5K ﹤0.01%
+28
377
$5K ﹤0.01%
+4
378
$5K ﹤0.01%
+119
379
$5K ﹤0.01%
+308
380
$5K ﹤0.01%
+117
381
$5K ﹤0.01%
+56
382
$5K ﹤0.01%
+50
383
$5K ﹤0.01%
200
-250
384
$5K ﹤0.01%
71
385
$5K ﹤0.01%
+550
386
$5K ﹤0.01%
203
+53
387
$5K ﹤0.01%
404
+272
388
$5K ﹤0.01%
150
389
$5K ﹤0.01%
+34
390
$5K ﹤0.01%
+44
391
$5K ﹤0.01%
+16
392
$5K ﹤0.01%
+138
393
$5K ﹤0.01%
300
394
$5K ﹤0.01%
200
-500
395
$5K ﹤0.01%
+123
396
$5K ﹤0.01%
400
397
$5K ﹤0.01%
+73
398
$5K ﹤0.01%
94
+69
399
$5K ﹤0.01%
+26
400
$5K ﹤0.01%
+201
14 15
16
17 18