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
301
$38K 0.01%
673
+265
302
$38K 0.01%
245
+225
303
$38K 0.01%
+707
304
$38K 0.01%
657
+68
305
$38K 0.01%
240
306
$38K 0.01%
1,090
307
$38K 0.01%
1,689
308
$37K 0.01%
179
+107
309
$37K 0.01%
175
+12
310
$36K 0.01%
1,773
311
$36K 0.01%
2,195
+1,935
312
$36K 0.01%
382
+313
313
$36K 0.01%
283
+200
314
$35K 0.01%
245
+4
315
$34K 0.01%
626
316
$34K 0.01%
3,622
-1,114
317
$34K 0.01%
600
+15
318
$34K 0.01%
448
+229
319
$34K 0.01%
1,426
320
$33K 0.01%
825
321
$33K 0.01%
349
+25
322
$33K 0.01%
1,835
+270
323
$32K 0.01%
84
+53
324
$32K 0.01%
1,072
325
$32K 0.01%
332
11 12
13
14 15