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
526
$2K ﹤0.01%
11
527
$2K ﹤0.01%
24
-25
528
$2K ﹤0.01%
+156
529
$2K ﹤0.01%
+16
530
$1K ﹤0.01%
+4
531
$1K ﹤0.01%
+13
532
$1K ﹤0.01%
+13
533
$1K ﹤0.01%
+7
534
$1K ﹤0.01%
+25
535
$1K ﹤0.01%
+38
536
$1K ﹤0.01%
45
+40
537
$1K ﹤0.01%
+33
538
$1K ﹤0.01%
112
539
$1K ﹤0.01%
+9
540
$1K ﹤0.01%
75
+21
541
$1K ﹤0.01%
17
542
$1K ﹤0.01%
+8
543
$1K ﹤0.01%
+62
544
$1K ﹤0.01%
94
-38
545
$1K ﹤0.01%
46
546
$1K ﹤0.01%
61
-24
547
$1K ﹤0.01%
200
548
$1K ﹤0.01%
+19
549
$1K ﹤0.01%
+30
550
$1K ﹤0.01%
+3
20 21
22
23 24