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
476
$3K ﹤0.01%
+151
477
$3K ﹤0.01%
100
478
$3K ﹤0.01%
+33
479
$3K ﹤0.01%
+199
480
$2K ﹤0.01%
+16
481
$2K ﹤0.01%
+300
482
$2K ﹤0.01%
+124
483
$2K ﹤0.01%
+44
484
$2K ﹤0.01%
+37
485
$2K ﹤0.01%
+50
486
$2K ﹤0.01%
+5
487
$2K ﹤0.01%
+8
488
$2K ﹤0.01%
+25
489
$2K ﹤0.01%
+47
490
$2K ﹤0.01%
+23
491
$2K ﹤0.01%
+47
492
$2K ﹤0.01%
+16
493
$2K ﹤0.01%
+40
494
$2K ﹤0.01%
+8
495
$2K ﹤0.01%
+15
496
$2K ﹤0.01%
+65
497
$2K ﹤0.01%
+73
498
$2K ﹤0.01%
+206
499
$2K ﹤0.01%
+28
500
$2K ﹤0.01%
+19
18 19
20
21 22