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

$480K

Unrealized P&L

$76K

+18.8%

Realized P&L

$10K

Open Positions

Performance vs S&P 500

+2.6%

SPY +2.5%

α +0.1%

+2.5%

SPY +5.2%

α -2.7%

+5.7%

SPY +11.5%

α -5.7%

+9.9%

SPY +22.6%

α -12.7%

+27.6%

SPY +70.5%

α -43.0%

+19.1%

SPY +73.7%

α -54.6%

All

+46.9%

SPY +123.2%

α -76.3%

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	$118.69	$50K	10.5%	+45.4%
UNH	Unitedhealth Group Inc	112	$290.00	$413.94	$46K	9.7%	+42.7%
SPMB	SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF	1,848	$21.92	$22.02	$41K	8.5%	+0.5%
XL XLI	SELECT SECTOR SPDR TR INDL	171	$103.30	$186.87	$32K	6.7%	+80.9%
ACN	Accenture PLC	162	$201.18	$171.01	$28K	5.8%	-15.0%
ADBE	Adobe Inc	104	$388.21	$259.12	$27K	5.6%	-33.3%
SPYG	SPDR SER TR S&P 500 Growth E	208	$76.94	$122.69	$26K	5.3%	+59.5%
MDYV	SPDR SER TR S&P 400 MID CAP VA	170	$60.73	$96.67	$16K	3.4%	+59.2%
XONE	BONDBLOXX B O Y T D US T ETF	332	$49.71	$49.26	$16K	3.4%	-0.9%
PDBC	Invesco Actively Managed EX	960	$16.48	$17.00	$16K	3.4%	+3.1%
XM XMHQ	Invesco Exchange-traded FD	118	$76.70	$118.27	$14K	2.9%	+54.2%
URA	Global X Uranium ETF	290	$27.58	$43.00	$12K	2.6%	+55.9%
IEMG	ISHARES INC CORE MSCI EMERGIN	145	$63.67	$80.19	$12K	2.4%	+25.9%
FINX	Global X FinTech ETF	417	$19.19	$26.45	$11K	2.3%	+37.8%
SPY	SPDR S&P 500 ETF Trust	13	$604.52	$771.53	$10K	2.1%	+27.6%
SLYV	SPDR S&P 600 Small Cap Value ETF	89	$89.50	$111.00	$10K	2.1%	+24.0%
SPYV	SPDR Portfolio S&P 500 Value ETF	151	$52.91	$63.04	$10K	2.0%	+19.1%
SPDW	SPDR INDEX SHS FDS SPDR PORT	182	$32.25	$51.33	$9K	1.9%	+59.2%
VZ	Verizon Communications Inc	198	$40.40	$46.16	$9K	1.9%	+14.3%
NOW	ServiceNow Inc	77	$104.27	$116.92	$9K	1.9%	+12.1%
IBUY	Amplify Online Retail ETF	117	$68.64	$73.63	$9K	1.8%	+7.3%
VC VCSH	Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF	107	$74.70	$78.60	$8K	1.8%	+5.2%
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	$116.59	$8K	1.7%	-0.6%
TLH	iShares 10-20 Year Treasury Bond ETF	80	$100.51	$97.33	$8K	1.6%	-3.2%
DK DKNG	DraftKings Inc Class A	345	$23.19	$21.50	$7K	1.6%	-7.3%
VC VCLT	Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF	102	$78.35	$72.61	$7K	1.6%	-7.3%
ITA	iShares TR US Aerospace & Defense	23	$107.64	$252.12	$6K	1.2%	+134.2%
XL XLB	SELECT SECTOR SPDR TR MATLS	64	$32.88	$52.72	$3K	0.7%	+60.3%
XL XLF	Financial Select Sector SPDR Fund	41	$30.56	$58.08	$2K	0.5%	+90.0%
XH XHB	SPDR SER TR S&P HOMEBUILDERS	18	$54.99	$111.45	$2K	0.4%	+102.7%
CALF	PACER FDS TR PACER US SMALL C	33	$39.84	$55.68	$2K	0.4%	+39.8%
XLE	Select Sector SPDR TR Energy	31	$38.10	$57.30	$2K	0.4%	+50.4%
MDYG	SPDR SER TR S&P 400 MID CAP G	9	$62.62	$110.18	$1K	0.2%	+76.0%
XLV	Select Sector SPDR TR Health	2	$129.04	$164.04	$403	0.1%	+27.1%
IG IGLB	iShares TR 10+ YR Invt Grade C	7	$67.34	$48.36	$335	0.1%	-28.2%
XM XME	SPDR SER TR S&P Metals & MNG	2	$56.09	$112.08	$271	0.1%	+99.8%
EM EMXC	iShares Inc MSCI EMERGING MKT	2	$61.07	$95.44	$151	0.0%	+56.3%
EW EWU	iShares TR MSCI UTD Kingdom E	2	$32.26	$48.40	$117	0.0%	+50.0%
DX DXJ	Wisdomtree TR Japan Hedged ETF	1	$63.25	$176.32	$115	0.0%	+178.8%
ZROZ	Pimco ETF TR 25+ Yr Zero CPN U	1	$74.98	$59.28	$30	0.0%	-20.9%

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 →