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
201
$51K 0.02%
+1,232
202
$50K 0.02%
+587
203
$50K 0.02%
1,494
204
$50K 0.02%
+403
205
$50K 0.02%
+824
206
$49K 0.02%
+258
207
$49K 0.02%
6,000
+1,000
208
$49K 0.02%
1,595
+595
209
$48K 0.02%
+3,837
210
$48K 0.02%
+800
211
$47K 0.02%
+290
212
$47K 0.02%
+794
213
$47K 0.02%
1,826
214
$47K 0.02%
537
+493
215
$46K 0.02%
2,089
+387
216
$46K 0.02%
761
-130
217
$46K 0.02%
2,500
+1,000
218
$45K 0.02%
+739
219
$45K 0.02%
554
-16
220
$45K 0.02%
+970
221
$45K 0.02%
+1,312
222
$44K 0.02%
+350
223
$44K 0.02%
447
+144
224
$44K 0.02%
1,300
225
$43K 0.01%
+789
7 8
9
10 11