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
276
$49K 0.01%
295
+57
277
$49K 0.01%
1,161
278
$48K 0.01%
602
+130
279
$47K 0.01%
1,001
+456
280
$47K 0.01%
65
+41
281
$47K 0.01%
145
-1
282
$47K 0.01%
231
+181
283
$46K 0.01%
3,103
-11,111
284
$46K 0.01%
3,716
+100
285
$45K 0.01%
3,245
286
$45K 0.01%
1,500
287
$45K 0.01%
281
+2
288
$44K 0.01%
3,109
289
$44K 0.01%
450
290
$41K 0.01%
546
+540
291
$41K 0.01%
209
+21
292
$41K 0.01%
859
293
$40K 0.01%
578
+417
294
$40K 0.01%
672
-875
295
$40K 0.01%
1,100
-47
296
$40K 0.01%
527
297
$39K 0.01%
136
-3
298
$39K 0.01%
+3,372
299
$39K 0.01%
1,334
300
$38K 0.01%
1,007
-2
10 11
12
13 14