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
126
$82K 0.03%
3,537
+297
127
$81K 0.03%
+88
128
$79K 0.03%
+2,999
129
$79K 0.03%
4,566
+21
130
$78K 0.03%
+2,577
131
$78K 0.03%
+1,347
132
$77K 0.03%
5,000
133
$77K 0.03%
1,690
+570
134
$76K 0.03%
+2,360
135
$75K 0.03%
+786
136
$74K 0.03%
+441
137
$73K 0.03%
+284
138
$73K 0.03%
+840
139
$73K 0.03%
+606
140
$73K 0.03%
+3,814
141
$72K 0.02%
391
+331
142
$72K 0.02%
415
+385
143
$72K 0.02%
739
+718
144
$72K 0.02%
+737
145
$71K 0.02%
+1,382
146
$71K 0.02%
+196
147
$71K 0.02%
1,138
+93
148
$70K 0.02%
1,334
+1,226
149
$70K 0.02%
+3,248
150
$70K 0.02%
+192
4 5
6
7 8