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
151
$70K 0.02%
+1,257
152
$68K 0.02%
+675
153
$68K 0.02%
+401
154
$67K 0.02%
+682
155
$67K 0.02%
1,080
+20
156
$67K 0.02%
1,821
+300
157
$67K 0.02%
+4,722
158
$67K 0.02%
+1,929
159
$66K 0.02%
217
+181
160
$66K 0.02%
+443
161
$66K 0.02%
+1,208
162
$65K 0.02%
1,355
+1,130
163
$65K 0.02%
538
+437
164
$65K 0.02%
+583
165
$64K 0.02%
2,109
+56
166
$63K 0.02%
+228
167
$63K 0.02%
475
+75
168
$63K 0.02%
+934
169
$63K 0.02%
646
+597
170
$62K 0.02%
876
+715
171
$62K 0.02%
+843
172
$62K 0.02%
304
+257
173
$60K 0.02%
+85
174
$60K 0.02%
1,244
+1,121
175
$59K 0.02%
+547
5 6
7
8 9