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

$465K

Unrealized P&L

$61K

+15.2%

Realized P&L

$10K

Open Positions

Performance vs S&P 500

-4.0%

SPY +0.6%

α -4.6%

+1.6%

SPY +4.6%

α -2.9%

+9.1%

SPY +21.1%

α -12.0%

+2.3%

SPY +15.8%

α -13.5%

+30.2%

SPY +80.0%

α -49.7%

+15.9%

SPY +72.7%

α -56.9%

All

+42.6%

SPY +122.7%

α -80.1%

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	$108.64	$46K	9.9%	+33.1%
UNH	Unitedhealth Group Inc	112	$290.00	$370.96	$42K	8.9%	+27.9%
SPMB	SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF	1,848	$21.92	$21.36	$39K	8.5%	-2.5%
ACN	Accenture PLC	162	$201.18	$184.47	$30K	6.4%	-8.3%
XL XLI	SELECT SECTOR SPDR TR INDL	171	$103.30	$170.26	$29K	6.3%	+64.8%
SPYG	SPDR SER TR S&P 500 Growth E	208	$76.94	$123.04	$26K	5.5%	+59.9%
ADBE	Adobe Inc	104	$388.21	$240.09	$25K	5.4%	-38.1%
PDBC	Invesco Actively Managed EX	960	$16.48	$19.62	$19K	4.0%	+19.0%
XONE	BONDBLOXX B O Y T D US T ETF	332	$49.71	$49.13	$16K	3.5%	-1.2%
MDYV	SPDR SER TR S&P 400 MID CAP VA	170	$60.73	$90.57	$15K	3.3%	+49.1%
XM XMHQ	Invesco Exchange-traded FD	118	$76.70	$113.49	$13K	2.9%	+48.0%
URA	Global X Uranium ETF	290	$27.58	$42.04	$12K	2.6%	+52.4%
IEMG	ISHARES INC CORE MSCI EMERGIN	145	$63.67	$82.25	$12K	2.6%	+29.2%
NOW	ServiceNow Inc	77	$104.27	$140.61	$11K	2.3%	+34.9%
FINX	Global X FinTech ETF	417	$19.19	$25.50	$11K	2.3%	+32.9%
SPY	SPDR S&P 500 ETF Trust	13	$604.52	$767.54	$10K	2.2%	+27.0%
SPYV	SPDR Portfolio S&P 500 Value ETF	151	$52.91	$62.11	$9K	2.0%	+17.4%
SLYV	SPDR S&P 600 Small Cap Value ETF	89	$89.50	$104.06	$9K	2.0%	+16.3%
VZ	Verizon Communications Inc	198	$40.40	$46.60	$9K	2.0%	+15.4%
SPDW	SPDR INDEX SHS FDS SPDR PORT	182	$32.25	$50.77	$9K	2.0%	+57.4%
VC VCSH	Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF	107	$74.70	$77.42	$8K	1.8%	+3.6%
IB IBDP	iShares TR Bonds DEC 2024 TER	320	$24.98	$25.15	$8K	1.7%	+0.7%
IBUY	Amplify Online Retail ETF	117	$68.64	$66.58	$8K	1.7%	-3.0%
IEI	iShares 3-7 Year Treasury Bond ETF	68	$117.35	$113.70	$8K	1.7%	-3.1%
TLH	iShares 10-20 Year Treasury Bond ETF	80	$100.51	$94.33	$8K	1.6%	-6.2%
DK DKNG	DraftKings Inc Class A	345	$23.19	$21.16	$7K	1.6%	-8.7%
VC VCLT	Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF	102	$78.35	$70.50	$7K	1.6%	-10.0%
ITA	iShares TR US Aerospace & Defense	23	$107.64	$214.07	$5K	1.0%	+98.9%
XL XLB	SELECT SECTOR SPDR TR MATLS	64	$32.88	$50.38	$3K	0.7%	+53.2%
XL XLF	Financial Select Sector SPDR Fund	41	$30.56	$54.60	$2K	0.5%	+78.7%
XLE	Select Sector SPDR TR Energy	31	$38.10	$62.40	$2K	0.4%	+63.8%
XH XHB	SPDR SER TR S&P HOMEBUILDERS	18	$54.99	$97.53	$2K	0.4%	+77.4%
CALF	PACER FDS TR PACER US SMALL C	33	$39.84	$54.30	$2K	0.4%	+36.3%
MDYG	SPDR SER TR S&P 400 MID CAP G	9	$62.62	$105.72	$978	0.2%	+68.8%
XLV	Select Sector SPDR TR Health	2	$129.04	$168.72	$414	0.1%	+30.8%
IG IGLB	iShares TR 10+ YR Invt Grade C	7	$67.34	$46.98	$326	0.1%	-30.2%
XM XME	SPDR SER TR S&P Metals & MNG	2	$56.09	$109.64	$265	0.1%	+95.5%
EM EMXC	iShares Inc MSCI EMERGING MKT	2	$61.07	$100.49	$159	0.0%	+64.5%
DX DXJ	Wisdomtree TR Japan Hedged ETF	1	$63.25	$179.79	$118	0.0%	+184.3%
EW EWU	iShares TR MSCI UTD Kingdom E	2	$32.26	$47.12	$114	0.0%	+46.1%
ZROZ	Pimco ETF TR 25+ Yr Zero CPN U	1	$74.98	$57.70	$29	0.0%	-23.1%

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 →