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
176
$59K 0.02%
1,773
+1,701
177
$59K 0.02%
671
+121
178
$59K 0.02%
+66
179
$58K 0.02%
+189
180
$57K 0.02%
1,475
+1,466
181
$57K 0.02%
765
-120,280
182
$57K 0.02%
+2,644
183
$57K 0.02%
+1,332
184
$56K 0.02%
+360
185
$56K 0.02%
+552
186
$56K 0.02%
627
+27
187
$55K 0.02%
+720
188
$54K 0.02%
619
+549
189
$54K 0.02%
1,000
190
$54K 0.02%
+906
191
$53K 0.02%
+121
192
$53K 0.02%
3,172
193
$53K 0.02%
+252
194
$53K 0.02%
1,537
+837
195
$52K 0.02%
+632
196
$52K 0.02%
480
197
$52K 0.02%
+168
198
$52K 0.02%
175
+55
199
$52K 0.02%
1,417
+1,318
200
$52K 0.02%
+180
6 7
8
9 10