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
576
$1K ﹤0.01%
8
577
$1K ﹤0.01%
+15
578
$1K ﹤0.01%
+11
579
$1K ﹤0.01%
+75
580
$1K ﹤0.01%
66
581
$1K ﹤0.01%
+7
582
$1K ﹤0.01%
+55
583
$1K ﹤0.01%
+44
584
$1K ﹤0.01%
+14
585
$1K ﹤0.01%
+43
586
$1K ﹤0.01%
16
587
$1K ﹤0.01%
42
588
$1K ﹤0.01%
+43
589
$1K ﹤0.01%
+6
590
$1K ﹤0.01%
+9
591
$1K ﹤0.01%
+21
592
$1K ﹤0.01%
+26
593
$1K ﹤0.01%
5
-45
594
$1K ﹤0.01%
+7
595
$1K ﹤0.01%
347
+105
596
$1K ﹤0.01%
+7
597
$0 ﹤0.01%
8
598
$0 ﹤0.01%
+2
599
$0 ﹤0.01%
+4
600
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