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
576
$1K ﹤0.01%
+7
577
$1K ﹤0.01%
54
578
$1K ﹤0.01%
+3
579
$1K ﹤0.01%
124
580
$1K ﹤0.01%
+33
581
$1K ﹤0.01%
8
582
$1K ﹤0.01%
+23
583
$1K ﹤0.01%
16
-58
584
$1K ﹤0.01%
+5
585
$1K ﹤0.01%
172
586
$1K ﹤0.01%
479
-21
587
$1K ﹤0.01%
50
588
$1K ﹤0.01%
+6
589
$1K ﹤0.01%
+16
590
$1K ﹤0.01%
37
+10
591
$1K ﹤0.01%
232
592
$1K ﹤0.01%
+14
593
$1K ﹤0.01%
100
594
$1K ﹤0.01%
19
595
$1K ﹤0.01%
98
596
$1K ﹤0.01%
99
+28
597
$0 ﹤0.01%
+2
598
$0 ﹤0.01%
+4
599
– –
-50
600
$0 ﹤0.01%
+90
22 23
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