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
101
$99K 0.03%
1,883
-23
102
$99K 0.03%
+1,013
103
$98K 0.03%
+4,007
104
$97K 0.03%
+580
105
$97K 0.03%
1,616
+16
106
$97K 0.03%
5,301
-369
107
$96K 0.03%
865
+806
108
$95K 0.03%
+857
109
$94K 0.03%
+23,946
110
$92K 0.03%
+649
111
$91K 0.03%
3,273
112
$91K 0.03%
1,237
+839
113
$90K 0.03%
+974
114
$89K 0.03%
527
+292
115
$88K 0.03%
1,501
+1,224
116
$88K 0.03%
+1,134
117
$88K 0.03%
1,278
+78
118
$87K 0.03%
1,570
+443
119
$86K 0.03%
1,200
+30
120
$85K 0.03%
1,471
+757
121
$85K 0.03%
+2,072
122
$84K 0.03%
1,641
+1,294
123
$83K 0.03%
811
+417
124
$82K 0.03%
+2,590
125
$82K 0.03%
1,115
+115
3 4
5
6 7