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

$482K

Unrealized P&L

$78K

+19.4%

Realized P&L

$10K

Open Positions

Performance vs S&P 500

+4.0%

SPY +3.7%

α +0.3%

+3.1%

SPY +4.6%

α -1.5%

+5.9%

SPY +11.4%

α -5.5%

+10.5%

SPY +22.3%

α -11.8%

+29.0%

SPY +72.0%

α -43.0%

+20.0%

SPY +74.6%

α -54.7%

All

+47.9%

SPY +124.2%

α -76.4%

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	$118.11	$50K	10.3%	+44.7%
UNH	Unitedhealth Group Inc	112	$290.00	$408.82	$46K	9.5%	+41.0%
SPMB	SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF	1,848	$21.92	$22.00	$41K	8.4%	+0.4%
XL XLI	SELECT SECTOR SPDR TR INDL	171	$103.30	$185.13	$32K	6.5%	+79.2%
ACN	Accenture PLC	162	$201.18	$176.07	$28K	5.9%	-12.5%
ADBE	Adobe Inc	104	$388.21	$265.43	$28K	5.7%	-31.6%
SPYG	SPDR SER TR S&P 500 Growth E	208	$76.94	$122.87	$26K	5.3%	+59.7%
PDBC	Invesco Actively Managed EX	960	$16.48	$17.26	$17K	3.4%	+4.7%
MDYV	SPDR SER TR S&P 400 MID CAP VA	170	$60.73	$96.71	$16K	3.4%	+59.3%
XONE	BONDBLOXX B O Y T D US T ETF	332	$49.71	$49.27	$16K	3.4%	-0.9%
XM XMHQ	Invesco Exchange-traded FD	118	$76.70	$118.42	$14K	2.9%	+54.4%
URA	Global X Uranium ETF	290	$27.58	$44.80	$13K	2.7%	+62.4%
IEMG	ISHARES INC CORE MSCI EMERGIN	145	$63.67	$79.90	$12K	2.4%	+25.5%
FINX	Global X FinTech ETF	417	$19.19	$26.02	$11K	2.3%	+35.6%
SPY	SPDR S&P 500 ETF Trust	13	$604.52	$772.56	$10K	2.1%	+27.8%
SLYV	SPDR S&P 600 Small Cap Value ETF	89	$89.50	$111.16	$10K	2.1%	+24.2%
NOW	ServiceNow Inc	77	$104.27	$124.64	$10K	2.0%	+19.5%
SPYV	SPDR Portfolio S&P 500 Value ETF	151	$52.91	$63.13	$10K	2.0%	+19.3%
SPDW	SPDR INDEX SHS FDS SPDR PORT	182	$32.25	$51.62	$9K	1.9%	+60.1%
VZ	Verizon Communications Inc	198	$40.40	$46.97	$9K	1.9%	+16.3%
IBUY	Amplify Online Retail ETF	117	$68.64	$74.54	$9K	1.8%	+8.6%
VC VCSH	Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF	107	$74.70	$78.59	$8K	1.7%	+5.2%
DK DKNG	DraftKings Inc Class A	345	$23.19	$23.95	$8K	1.7%	+3.3%
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	$116.56	$8K	1.6%	-0.7%
TLH	iShares 10-20 Year Treasury Bond ETF	80	$100.51	$97.06	$8K	1.6%	-3.4%
VC VCLT	Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF	102	$78.35	$72.38	$7K	1.5%	-7.6%
ITA	iShares TR US Aerospace & Defense	23	$107.64	$250.56	$6K	1.2%	+132.8%
XL XLB	SELECT SECTOR SPDR TR MATLS	64	$32.88	$52.80	$3K	0.7%	+60.6%
XL XLF	Financial Select Sector SPDR Fund	41	$30.56	$57.60	$2K	0.5%	+88.5%
XH XHB	SPDR SER TR S&P HOMEBUILDERS	18	$54.99	$110.95	$2K	0.4%	+101.8%
CALF	PACER FDS TR PACER US SMALL C	33	$39.84	$56.29	$2K	0.4%	+41.3%
XLE	Select Sector SPDR TR Energy	31	$38.10	$57.35	$2K	0.4%	+50.5%
MDYG	SPDR SER TR S&P 400 MID CAP G	9	$62.62	$112.00	$1K	0.2%	+78.9%
XLV	Select Sector SPDR TR Health	2	$129.04	$165.58	$407	0.1%	+28.3%
IG IGLB	iShares TR 10+ YR Invt Grade C	7	$67.34	$48.22	$334	0.1%	-28.4%
XM XME	SPDR SER TR S&P Metals & MNG	2	$56.09	$115.27	$279	0.1%	+105.5%
EM EMXC	iShares Inc MSCI EMERGING MKT	2	$61.07	$94.55	$150	0.0%	+54.8%
EW EWU	iShares TR MSCI UTD Kingdom E	2	$32.26	$48.65	$118	0.0%	+50.8%
DX DXJ	Wisdomtree TR Japan Hedged ETF	1	$63.25	$179.19	$117	0.0%	+183.3%
ZROZ	Pimco ETF TR 25+ Yr Zero CPN U	1	$74.98	$59.02	$30	0.0%	-21.3%

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 →