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
401
$4K ﹤0.01%
31
402
$4K ﹤0.01%
+29
403
$4K ﹤0.01%
+39
404
$4K ﹤0.01%
+50
405
$4K ﹤0.01%
90
406
$4K ﹤0.01%
+29
407
$4K ﹤0.01%
+37
408
$4K ﹤0.01%
50
409
$4K ﹤0.01%
591
410
$4K ﹤0.01%
+60
411
$4K ﹤0.01%
+158
412
$4K ﹤0.01%
+23
413
$4K ﹤0.01%
+25
414
$4K ﹤0.01%
+49
415
$4K ﹤0.01%
+96
416
$4K ﹤0.01%
+164
417
$4K ﹤0.01%
+32
418
$4K ﹤0.01%
+32
419
$4K ﹤0.01%
185
420
$4K ﹤0.01%
+48
421
$4K ﹤0.01%
+102
422
$4K ﹤0.01%
110
423
$4K ﹤0.01%
+13
424
$4K ﹤0.01%
+81
425
$4K ﹤0.01%
+21
15 16
17
18 19