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
76
$123K 0.04%
2,934
+265
77
$120K 0.04%
640
78
$119K 0.04%
6,540
+2,396
79
$119K 0.04%
842
+742
80
$119K 0.04%
+2,157
81
$118K 0.04%
401
+45
82
$116K 0.04%
800
+500
83
$116K 0.04%
+1,184
84
$116K 0.04%
2,999
85
$115K 0.04%
654
+137
86
$115K 0.04%
+593
87
$113K 0.04%
1,469
+1,119
88
$112K 0.04%
4,712
+1,910
89
$111K 0.04%
+2,271
90
$109K 0.04%
+1,286
91
$107K 0.04%
761
+213
92
$106K 0.04%
+1,202
93
$106K 0.04%
13,678
+140
94
$105K 0.04%
+2,817
95
$104K 0.04%
+285
96
$104K 0.04%
3,057
+1,404
97
$102K 0.04%
553
+413
98
$100K 0.03%
+887
99
$100K 0.03%
2,496
+273
100
$100K 0.03%
1,514
2 3
4
5 6