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
476
$3K ﹤0.01%
+22
477
$3K ﹤0.01%
+59
478
$3K ﹤0.01%
+31
479
$3K ﹤0.01%
+81
480
$2K ﹤0.01%
+124
481
$2K ﹤0.01%
+44
482
$2K ﹤0.01%
+185
483
$2K ﹤0.01%
+50
484
$2K ﹤0.01%
+5
485
$2K ﹤0.01%
+8
486
$2K ﹤0.01%
+1
487
$2K ﹤0.01%
+47
488
$2K ﹤0.01%
+23
489
$2K ﹤0.01%
+47
490
$2K ﹤0.01%
+16
491
$2K ﹤0.01%
+40
492
$2K ﹤0.01%
+8
493
$2K ﹤0.01%
+15
494
$2K ﹤0.01%
+65
495
$2K ﹤0.01%
+73
496
$2K ﹤0.01%
+206
497
$2K ﹤0.01%
+28
498
$2K ﹤0.01%
+19
499
$2K ﹤0.01%
+17
500
$2K ﹤0.01%
+202
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