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
326
$32K 0.01%
89
+82
327
$32K 0.01%
1,088
+610
328
$32K 0.01%
+239
329
$31K 0.01%
729
+300
330
$31K 0.01%
353
+331
331
$31K 0.01%
2,000
+250
332
$31K 0.01%
187
-582
333
$30K 0.01%
143
334
$30K 0.01%
+1,888
335
$30K 0.01%
562
-1
336
$30K 0.01%
+995
337
$30K 0.01%
267
+254
338
$30K 0.01%
+2,997
339
$30K 0.01%
770
340
$29K 0.01%
419
341
$29K 0.01%
+311
342
$29K 0.01%
2,600
343
$29K 0.01%
549
+7
344
$29K 0.01%
1,111
+1,022
345
$29K 0.01%
349
346
$29K 0.01%
+323
347
$29K 0.01%
+144
348
$29K 0.01%
+1,995
349
$29K 0.01%
+1,489
350
$28K 0.01%
+1,265
12 13
14
15 16