FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$10.7M
3
+$8.73M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.12M

Top Sells

1
+$20.5M
2
+$16.1M
3
+$9.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.21M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.98M

Sector Composition

1 Financials 2.93%
2 Technology 2.59%
3 Healthcare 1.36%
4 Energy 1.35%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80K 0.02%
9,962
227
$79K 0.02%
1,135
+668
228
$79K 0.02%
483
+118
229
$79K 0.02%
177
+1
230
$78K 0.02%
770
+159
231
$77K 0.01%
811
232
$76K 0.01%
1,016
233
$74K 0.01%
110
-90
234
$72K 0.01%
673
235
$72K 0.01%
1,471
236
$71K 0.01%
943
237
$70K 0.01%
1,970
238
$69K 0.01%
2,593
239
$67K 0.01%
1,659
240
$67K 0.01%
474
241
$67K 0.01%
307
+2
242
$66K 0.01%
544
-9
243
$66K 0.01%
707
+12
244
$64K 0.01%
2,119
245
$63K 0.01%
221
+120
246
$62K 0.01%
316
+12
247
$62K 0.01%
1,519
+1,359
248
$62K 0.01%
1,928
249
$62K 0.01%
1,830
+519
250
$61K 0.01%
1,616
+194
8 9
10
11 12