FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$21.3M
2
+$5.29M
3
+$4.89M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.58M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.8M

Top Sells

1
+$26.4M
2
+$8.48M
3
+$6.76M
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
401
$4K ﹤0.01%
+1,566
402
$4K ﹤0.01%
31
403
$4K ﹤0.01%
+29
404
$4K ﹤0.01%
+39
405
$4K ﹤0.01%
+50
406
$4K ﹤0.01%
90
407
$4K ﹤0.01%
+29
408
$4K ﹤0.01%
+37
409
$4K ﹤0.01%
50
410
$4K ﹤0.01%
591
411
$4K ﹤0.01%
+60
412
$4K ﹤0.01%
+158
413
$4K ﹤0.01%
+23
414
$4K ﹤0.01%
+25
415
$4K ﹤0.01%
+49
416
$4K ﹤0.01%
+96
417
$4K ﹤0.01%
+164
418
$4K ﹤0.01%
+32
419
$4K ﹤0.01%
+32
420
$4K ﹤0.01%
185
421
$4K ﹤0.01%
+48
422
$4K ﹤0.01%
+102
423
$4K ﹤0.01%
110
424
$4K ﹤0.01%
+13
425
$4K ﹤0.01%
+81
15 16
17
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