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
51
$239K 0.08%
18,261
52
$238K 0.08%
1,877
+927
53
$225K 0.08%
2,526
+1,558
54
$225K 0.08%
2,600
-114
55
$218K 0.08%
14,171
56
$200K 0.07%
1,011
+33
57
$197K 0.07%
787
+744
58
$197K 0.07%
20,720
+18,840
59
$194K 0.07%
4,334
+2,754
60
$191K 0.07%
17,231
-327
61
$181K 0.06%
766
+731
62
$176K 0.06%
3,243
+1,670
63
$164K 0.06%
758
+480
64
$161K 0.06%
5,568
65
$153K 0.05%
1,676
+1,126
66
$152K 0.05%
2,340
+2,149
67
$149K 0.05%
14,150
68
$147K 0.05%
2,455
+152
69
$143K 0.05%
2,020
+1,920
70
$142K 0.05%
1,975
+184
71
$140K 0.05%
835
72
$140K 0.05%
1,535
+1,175
73
$139K 0.05%
+554
74
$126K 0.04%
1,095
+992
75
$124K 0.04%
+274
1 2
3
4 5