Charles J. "Chuck" Fleischmann Stock Portfolio

Simulatedⓘ

Republican · House · TN

Charles J. "Chuck" Fleischmann's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$469K

Unrealized P&L

$65K

+16.1%

Realized P&L

$10K

Open Positions

Performance vs S&P 500

+4.7%

SPY +9.1%

α -4.4%

+3.0%

SPY +6.3%

α -3.3%

+5.4%

SPY +8.2%

α -2.8%

+14.5%

SPY +30.5%

α -16.1%

+32.0%

SPY +79.2%

α -47.2%

+16.5%

SPY +76.2%

α -59.7%

All

+43.8%

SPY +113.9%

α -70.1%

Head-to-head with S&P 500

Live Holdings41 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SLYG	SPDR SER TR S&P 600 Small Cap	423	$81.62	$109.29	$46K	9.9%	+33.9%
UNH	Unitedhealth Group Inc	112	$290.00	$378.22	$42K	9.0%	+30.4%
SPMB	SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF	1,848	$21.92	$22.37	$41K	8.8%	+2.1%
XL XLI	SELECT SECTOR SPDR TR INDL	171	$103.30	$173.28	$30K	6.3%	+67.8%
ACN	Accenture PLC	162	$201.18	$180.51	$29K	6.2%	-10.3%
ADBE	Adobe Inc	104	$388.21	$252.71	$26K	5.6%	-34.9%
SPYG	SPDR SER TR S&P 500 Growth E	208	$76.94	$117.49	$24K	5.2%	+52.7%
PDBC	Invesco Actively Managed EX	960	$16.48	$18.07	$17K	3.7%	+9.7%
XONE	BONDBLOXX B O Y T D US T ETF	332	$49.71	$49.38	$16K	3.5%	-0.7%
URA	Global X Uranium ETF	290	$27.58	$55.05	$16K	3.4%	+99.6%
MDYV	SPDR SER TR S&P 400 MID CAP VA	170	$60.73	$91.18	$15K	3.3%	+50.1%
XM XMHQ	Invesco Exchange-traded FD	118	$76.70	$109.81	$13K	2.8%	+43.2%
IEMG	ISHARES INC CORE MSCI EMERGIN	145	$63.67	$82.96	$12K	2.6%	+30.3%
FINX	Global X FinTech ETF	417	$19.19	$25.66	$11K	2.3%	+33.7%
SPY	SPDR S&P 500 ETF Trust	13	$604.52	$737.36	$10K	2.1%	+22.0%
VZ	Verizon Communications Inc	198	$40.40	$47.19	$9K	2.0%	+16.8%
SLYV	SPDR S&P 600 Small Cap Value ETF	89	$89.50	$103.81	$9K	2.0%	+16.0%
SPDW	SPDR INDEX SHS FDS SPDR PORT	182	$32.25	$50.40	$9K	1.9%	+56.3%
SPYV	SPDR Portfolio S&P 500 Value ETF	151	$52.91	$60.11	$9K	1.9%	+13.6%
DK DKNG	DraftKings Inc Class A	345	$23.19	$25.82	$9K	1.9%	+11.3%
VC VCSH	Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF	107	$74.70	$79.13	$8K	1.8%	+5.9%
IB IBDP	iShares TR Bonds DEC 2024 TER	320	$24.98	$25.15	$8K	1.7%	+0.7%
IEI	iShares 3-7 Year Treasury Bond ETF	68	$117.35	$118.06	$8K	1.7%	+0.6%
TLH	iShares 10-20 Year Treasury Bond ETF	80	$100.51	$100.28	$8K	1.7%	-0.2%
VC VCLT	Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF	102	$78.35	$75.14	$8K	1.6%	-4.1%
IBUY	Amplify Online Retail ETF	117	$68.64	$65.75	$8K	1.6%	-4.2%
NOW	ServiceNow Inc	77	$104.27	$90.88	$7K	1.5%	-12.8%
ITA	iShares TR US Aerospace & Defense	23	$107.64	$223.13	$5K	1.1%	+107.3%
XL XLB	SELECT SECTOR SPDR TR MATLS	64	$32.88	$51.64	$3K	0.7%	+57.1%
XL XLF	Financial Select Sector SPDR Fund	41	$30.56	$51.30	$2K	0.5%	+67.8%
XH XHB	SPDR SER TR S&P HOMEBUILDERS	18	$54.99	$102.55	$2K	0.4%	+86.5%
XLE	Select Sector SPDR TR Energy	31	$38.10	$55.73	$2K	0.4%	+46.3%
CALF	PACER FDS TR PACER US SMALL C	33	$39.84	$48.44	$2K	0.3%	+21.6%
MDYG	SPDR SER TR S&P 400 MID CAP G	9	$62.62	$107.32	$993	0.2%	+71.4%
XLV	Select Sector SPDR TR Health	2	$129.04	$143.44	$352	0.1%	+11.2%
IG IGLB	iShares TR 10+ YR Invt Grade C	7	$67.34	$49.94	$346	0.1%	-25.8%
XM XME	SPDR SER TR S&P Metals & MNG	2	$56.09	$121.13	$293	0.1%	+116.0%
EM EMXC	iShares Inc MSCI EMERGING MKT	2	$61.07	$98.02	$155	0.0%	+60.5%
EW EWU	iShares TR MSCI UTD Kingdom E	2	$32.26	$46.70	$113	0.0%	+44.8%
DX DXJ	Wisdomtree TR Japan Hedged ETF	1	$63.25	$166.70	$109	0.0%	+163.6%
ZROZ	Pimco ETF TR 25+ Yr Zero CPN U	1	$74.98	$62.98	$32	0.0%	-16.0%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →