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
451
$3K ﹤0.01%
317
452
$3K ﹤0.01%
+304
453
$3K ﹤0.01%
+16
454
$3K ﹤0.01%
+49
455
$3K ﹤0.01%
+32
456
$3K ﹤0.01%
+74
457
$3K ﹤0.01%
+1
458
$3K ﹤0.01%
16
459
$3K ﹤0.01%
200
460
$3K ﹤0.01%
27
461
$3K ﹤0.01%
+51
462
$3K ﹤0.01%
+33
463
$3K ﹤0.01%
111
464
$3K ﹤0.01%
228
-30
465
$3K ﹤0.01%
+30
466
$3K ﹤0.01%
+195
467
$3K ﹤0.01%
+7
468
$3K ﹤0.01%
+151
469
$3K ﹤0.01%
100
470
$3K ﹤0.01%
+33
471
$3K ﹤0.01%
+199
472
$3K ﹤0.01%
+104
473
$3K ﹤0.01%
+106
474
$3K ﹤0.01%
+26
475
$3K ﹤0.01%
+89
17 18
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