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

$457K

Unrealized P&L

$53K

+13.2%

Realized P&L

$10K

Open Positions

Performance vs S&P 500

-2.0%

SPY -0.8%

α -1.1%

+5.3%

SPY +14.0%

α -8.7%

+1.3%

SPY +7.8%

α -6.5%

+6.9%

SPY +24.0%

α -17.1%

+29.0%

SPY +71.5%

α -42.5%

+14.0%

SPY +75.9%

α -61.9%

All

+40.3%

SPY +115.9%

α -75.5%

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	$114.45	$48K	10.6%	+40.2%
UNH	Unitedhealth Group Inc	112	$290.00	$408.68	$46K	10.0%	+40.9%
SPMB	SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF	1,848	$21.92	$22.23	$41K	9.0%	+1.4%
XL XLI	SELECT SECTOR SPDR TR INDL	171	$103.30	$181.50	$31K	6.8%	+75.7%
SPYG	SPDR SER TR S&P 500 Growth E	208	$76.94	$118.27	$25K	5.4%	+53.7%
ADBE	Adobe Inc	104	$388.21	$194.00	$20K	4.4%	-50.0%
ACN	Accenture PLC	162	$201.18	$122.50	$20K	4.3%	-39.1%
XONE	BONDBLOXX B O Y T D US T ETF	332	$49.71	$49.30	$16K	3.6%	-0.8%
MDYV	SPDR SER TR S&P 400 MID CAP VA	170	$60.73	$93.08	$16K	3.5%	+53.3%
PDBC	Invesco Actively Managed EX	960	$16.48	$16.38	$16K	3.4%	-0.6%
URA	Global X Uranium ETF	290	$27.58	$46.70	$14K	3.0%	+69.3%
XM XMHQ	Invesco Exchange-traded FD	118	$76.70	$110.92	$13K	2.9%	+44.6%
IEMG	ISHARES INC CORE MSCI EMERGIN	145	$63.67	$85.85	$12K	2.7%	+34.8%
FINX	Global X FinTech ETF	417	$19.19	$24.49	$10K	2.2%	+27.6%
SPY	SPDR S&P 500 ETF Trust	13	$604.52	$743.28	$10K	2.1%	+22.9%
SLYV	SPDR S&P 600 Small Cap Value ETF	89	$89.50	$106.14	$9K	2.1%	+18.6%
SPDW	SPDR INDEX SHS FDS SPDR PORT	182	$32.25	$51.02	$9K	2.0%	+58.2%
SPYV	SPDR Portfolio S&P 500 Value ETF	151	$52.91	$60.69	$9K	2.0%	+14.7%
VZ	Verizon Communications Inc	198	$40.40	$45.38	$9K	2.0%	+12.3%
DK DKNG	DraftKings Inc Class A	345	$23.19	$25.76	$9K	1.9%	+11.1%
VC VCSH	Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF	107	$74.70	$78.78	$8K	1.8%	+5.5%
IB IBDP	iShares TR Bonds DEC 2024 TER	320	$24.98	$25.15	$8K	1.8%	+0.7%
IEI	iShares 3-7 Year Treasury Bond ETF	68	$117.35	$116.92	$8K	1.7%	-0.4%
TLH	iShares 10-20 Year Treasury Bond ETF	80	$100.51	$99.84	$8K	1.7%	-0.7%
IBUY	Amplify Online Retail ETF	117	$68.64	$67.66	$8K	1.7%	-1.4%
VC VCLT	Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF	102	$78.35	$75.11	$8K	1.7%	-4.1%
NOW	ServiceNow Inc	77	$104.27	$92.32	$7K	1.6%	-11.5%
ITA	iShares TR US Aerospace & Defense	23	$107.64	$235.58	$5K	1.2%	+118.9%
XL XLB	SELECT SECTOR SPDR TR MATLS	64	$32.88	$51.45	$3K	0.7%	+56.5%
XL XLF	Financial Select Sector SPDR Fund	41	$30.56	$53.62	$2K	0.5%	+75.5%
XH XHB	SPDR SER TR S&P HOMEBUILDERS	18	$54.99	$109.05	$2K	0.4%	+98.3%
XLE	Select Sector SPDR TR Energy	31	$38.10	$53.95	$2K	0.4%	+41.6%
CALF	PACER FDS TR PACER US SMALL C	33	$39.84	$48.99	$2K	0.3%	+23.0%
MDYG	SPDR SER TR S&P 400 MID CAP G	9	$62.62	$110.84	$1K	0.2%	+77.0%
XLV	Select Sector SPDR TR Health	2	$129.04	$149.99	$368	0.1%	+16.2%
IG IGLB	iShares TR 10+ YR Invt Grade C	7	$67.34	$49.95	$346	0.1%	-25.8%
XM XME	SPDR SER TR S&P Metals & MNG	2	$56.09	$114.62	$277	0.1%	+104.3%
EM EMXC	iShares Inc MSCI EMERGING MKT	2	$61.07	$106.25	$168	0.0%	+74.0%
DX DXJ	Wisdomtree TR Japan Hedged ETF	1	$63.25	$179.74	$117	0.0%	+184.2%
EW EWU	iShares TR MSCI UTD Kingdom E	2	$32.26	$45.66	$111	0.0%	+41.5%
ZROZ	Pimco ETF TR 25+ Yr Zero CPN U	1	$74.98	$64.05	$33	0.0%	-14.6%

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 →