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
451
$3K ﹤0.01%
111
452
$3K ﹤0.01%
228
-30
453
$3K ﹤0.01%
+30
454
$3K ﹤0.01%
+195
455
$3K ﹤0.01%
+106
456
$3K ﹤0.01%
36
+29
457
$3K ﹤0.01%
+17
458
$3K ﹤0.01%
+23
459
$3K ﹤0.01%
+834
460
$3K ﹤0.01%
+554
461
$3K ﹤0.01%
+300
462
$3K ﹤0.01%
+150
463
$3K ﹤0.01%
+166
464
$3K ﹤0.01%
+53
465
$3K ﹤0.01%
+104
466
$3K ﹤0.01%
+26
467
$3K ﹤0.01%
+89
468
$3K ﹤0.01%
+22
469
$3K ﹤0.01%
+59
470
$3K ﹤0.01%
+31
471
$3K ﹤0.01%
16
472
$3K ﹤0.01%
200
473
$3K ﹤0.01%
27
474
$3K ﹤0.01%
+51
475
$3K ﹤0.01%
+7
17 18
19
20 21