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
251
$61K 0.01%
132
+23
252
$61K 0.01%
2,716
253
$60K 0.01%
5,401
254
$60K 0.01%
6,528
255
$59K 0.01%
1,487
-5
256
$58K 0.01%
595
+187
257
$58K 0.01%
1,435
258
$58K 0.01%
1,112
+773
259
$57K 0.01%
2,098
-5,009
260
$57K 0.01%
2,022
+22
261
$56K 0.01%
1,209
262
$56K 0.01%
1,070
+58
263
$56K 0.01%
1,189
-1,244
264
$56K 0.01%
618
-88,043
265
$56K 0.01%
2,552
266
$56K 0.01%
407
267
$56K 0.01%
602
268
$52K 0.01%
682
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269
$52K 0.01%
242
270
$52K 0.01%
1,613
-34
271
$50K 0.01%
1,611
272
$50K 0.01%
1,479
+6
273
$50K 0.01%
1,000
274
$50K 0.01%
568
+391
275
$49K 0.01%
159
+93
9 10
11
12 13