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
276
$49K 0.01%
1,161
277
$48K 0.01%
602
+130
278
$47K 0.01%
1,001
+456
279
$47K 0.01%
65
+41
280
$47K 0.01%
145
-1
281
$47K 0.01%
231
+181
282
$46K 0.01%
3,103
-11,111
283
$46K 0.01%
3,716
+100
284
$45K 0.01%
3,245
285
$45K 0.01%
1,500
286
$45K 0.01%
281
+2
287
$44K 0.01%
3,109
288
$44K 0.01%
450
289
$41K 0.01%
859
290
$41K 0.01%
546
+540
291
$41K 0.01%
209
+21
292
$40K 0.01%
1,100
-47
293
$40K 0.01%
527
294
$40K 0.01%
578
+417
295
$40K 0.01%
672
-875
296
$39K 0.01%
136
-3
297
$39K 0.01%
+3,372
298
$39K 0.01%
1,334
299
$38K 0.01%
1,007
-2
300
$38K 0.01%
673
+265
10 11
12
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