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
526
$2K ﹤0.01%
+16
527
$2K ﹤0.01%
+43
528
$2K ﹤0.01%
+37
529
$2K ﹤0.01%
+300
530
$1K ﹤0.01%
+38
531
$1K ﹤0.01%
45
+40
532
$1K ﹤0.01%
+33
533
$1K ﹤0.01%
+4
534
$1K ﹤0.01%
+13
535
$1K ﹤0.01%
+13
536
$1K ﹤0.01%
+7
537
$1K ﹤0.01%
+25
538
$1K ﹤0.01%
27
539
$1K ﹤0.01%
20
-46
540
$1K ﹤0.01%
+24
541
$1K ﹤0.01%
+7
542
$1K ﹤0.01%
54
543
$1K ﹤0.01%
+3
544
$1K ﹤0.01%
12
545
$1K ﹤0.01%
+33
546
$1K ﹤0.01%
8
547
$1K ﹤0.01%
+23
548
$1K ﹤0.01%
16
-58
549
$1K ﹤0.01%
+5
550
$1K ﹤0.01%
172
20 21
22
23 24