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
551
$1K ﹤0.01%
479
-21
552
$1K ﹤0.01%
50
553
$1K ﹤0.01%
+6
554
$1K ﹤0.01%
+16
555
$1K ﹤0.01%
37
+10
556
$1K ﹤0.01%
232
557
$1K ﹤0.01%
+14
558
$1K ﹤0.01%
100
559
$1K ﹤0.01%
19
560
$1K ﹤0.01%
98
561
$1K ﹤0.01%
99
+28
562
$1K ﹤0.01%
112
563
$1K ﹤0.01%
+9
564
$1K ﹤0.01%
75
+21
565
$1K ﹤0.01%
17
566
$1K ﹤0.01%
+8
567
$1K ﹤0.01%
+62
568
$1K ﹤0.01%
94
-38
569
$1K ﹤0.01%
46
570
$1K ﹤0.01%
61
-24
571
$1K ﹤0.01%
200
572
$1K ﹤0.01%
+19
573
$1K ﹤0.01%
+30
574
$1K ﹤0.01%
+3
575
$1K ﹤0.01%
+53
21 22
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