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
426
$4K ﹤0.01%
+1,566
427
$4K ﹤0.01%
118
+44
428
$4K ﹤0.01%
+19
429
$4K ﹤0.01%
+85
430
$4K ﹤0.01%
+160
431
$4K ﹤0.01%
+100
432
$4K ﹤0.01%
+26
433
$4K ﹤0.01%
+38
434
$3K ﹤0.01%
36
+29
435
$3K ﹤0.01%
+17
436
$3K ﹤0.01%
+23
437
$3K ﹤0.01%
+834
438
$3K ﹤0.01%
+554
439
$3K ﹤0.01%
+300
440
$3K ﹤0.01%
17
441
$3K ﹤0.01%
+150
442
$3K ﹤0.01%
+166
443
$3K ﹤0.01%
+53
444
$3K ﹤0.01%
+26
445
$3K ﹤0.01%
+51
446
$3K ﹤0.01%
+53
447
$3K ﹤0.01%
100
448
$3K ﹤0.01%
+20
449
$3K ﹤0.01%
86
+1
450
$3K ﹤0.01%
+18
16 17
18
19 20