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
26
$1.07M 0.37%
21,551
-19,771
27
$1.07M 0.37%
34,369
+9,052
28
$923K 0.32%
9,080
29
$762K 0.26%
3,742
+1,673
30
$574K 0.2%
4,160
+1,680
31
$514K 0.18%
2,667
+27
32
$486K 0.17%
1,577
+4
33
$419K 0.14%
8,085
+51
34
$414K 0.14%
3,128
+1,008
35
$381K 0.13%
4,049
+1,594
36
$365K 0.13%
7,819
+4,670
37
$360K 0.12%
4,503
+782
38
$357K 0.12%
3,221
39
$322K 0.11%
1,418
+619
40
$309K 0.11%
1,882
+382
41
$302K 0.1%
3,077
+2,393
42
$297K 0.1%
+1,566
43
$297K 0.1%
4,246
+1,246
44
$278K 0.1%
1,558
+127
45
$266K 0.09%
8,565
+2,342
46
$265K 0.09%
11,608
+4,574
47
$258K 0.09%
2,159
+1,589
48
$257K 0.09%
3,485
+1,316
49
$245K 0.08%
3,079
+6
50
$243K 0.08%
6,190
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