FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$19.6M
2
+$10.6M
3
+$8.54M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.71M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.25M

Top Sells

1
+$20M
2
+$16M
3
+$9.57M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.82M

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
$79K 0.02%
1,135
+668
227
$79K 0.02%
483
+118
228
$79K 0.02%
177
+1
229
$78K 0.02%
770
+159
230
$77K 0.01%
811
231
$76K 0.01%
1,016
232
$74K 0.01%
110
-90
233
$72K 0.01%
673
234
$72K 0.01%
1,471
235
$71K 0.01%
943
236
$70K 0.01%
1,970
237
$69K 0.01%
2,593
238
$67K 0.01%
1,659
239
$67K 0.01%
474
240
$67K 0.01%
307
+2
241
$66K 0.01%
544
-9
242
$66K 0.01%
707
+12
243
$64K 0.01%
2,119
244
$63K 0.01%
221
+120
245
$62K 0.01%
316
+12
246
$62K 0.01%
1,519
+1,359
247
$62K 0.01%
1,928
248
$62K 0.01%
1,830
+519
249
$61K 0.01%
1,616
+194
250
$61K 0.01%
132
+23
8 9
10
11 12