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
526
$2K ﹤0.01%
+37
527
$2K ﹤0.01%
11
528
$2K ﹤0.01%
24
-25
529
$2K ﹤0.01%
+156
530
$1K ﹤0.01%
100
531
$1K ﹤0.01%
19
532
$1K ﹤0.01%
98
533
$1K ﹤0.01%
99
+28
534
$1K ﹤0.01%
+4
535
$1K ﹤0.01%
+13
536
$1K ﹤0.01%
+13
537
$1K ﹤0.01%
+7
538
$1K ﹤0.01%
+25
539
$1K ﹤0.01%
+16
540
$1K ﹤0.01%
37
+10
541
$1K ﹤0.01%
232
542
$1K ﹤0.01%
+14
543
$1K ﹤0.01%
+38
544
$1K ﹤0.01%
45
+40
545
$1K ﹤0.01%
+33
546
$1K ﹤0.01%
112
547
$1K ﹤0.01%
+9
548
$1K ﹤0.01%
75
+21
549
$1K ﹤0.01%
17
550
$1K ﹤0.01%
+8
20 21
22
23 24