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
551
$1K ﹤0.01%
+53
552
$1K ﹤0.01%
8
553
$1K ﹤0.01%
+15
554
$1K ﹤0.01%
+11
555
$1K ﹤0.01%
+75
556
$1K ﹤0.01%
66
557
$1K ﹤0.01%
+7
558
$1K ﹤0.01%
+55
559
$1K ﹤0.01%
+44
560
$1K ﹤0.01%
+14
561
$1K ﹤0.01%
+43
562
$1K ﹤0.01%
16
563
$1K ﹤0.01%
42
564
$1K ﹤0.01%
+43
565
$1K ﹤0.01%
+6
566
$1K ﹤0.01%
+9
567
$1K ﹤0.01%
+21
568
$1K ﹤0.01%
+26
569
$1K ﹤0.01%
5
-45
570
$1K ﹤0.01%
+7
571
$1K ﹤0.01%
347
+105
572
$1K ﹤0.01%
+7
573
$1K ﹤0.01%
27
574
$1K ﹤0.01%
20
-46
575
$1K ﹤0.01%
+24
21 22
23
24 25