FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
501
$2K ﹤0.01%
+28
502
$2K ﹤0.01%
+19
503
$2K ﹤0.01%
+17
504
$2K ﹤0.01%
+202
505
$2K ﹤0.01%
+21
506
$2K ﹤0.01%
84
+37
507
$2K ﹤0.01%
168
-90
508
$2K ﹤0.01%
20
509
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6
510
$2K ﹤0.01%
100
511
$2K ﹤0.01%
57
512
$2K ﹤0.01%
+41
513
$2K ﹤0.01%
+40
514
$2K ﹤0.01%
+54
515
$2K ﹤0.01%
+25
516
$2K ﹤0.01%
+37
517
$2K ﹤0.01%
+3
518
$2K ﹤0.01%
152
+56
519
$2K ﹤0.01%
+15
520
$2K ﹤0.01%
+54
521
$2K ﹤0.01%
20
522
$2K ﹤0.01%
+12
523
$2K ﹤0.01%
11
524
$2K ﹤0.01%
24
-25
525
$2K ﹤0.01%
+156
19 20
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22 23