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
351
$28K 0.01%
772
+61
352
$28K 0.01%
+626
353
$28K 0.01%
+1,860
354
$28K 0.01%
+1,145
355
$28K 0.01%
+477
356
$28K 0.01%
+2,391
357
$27K 0.01%
+2,639
358
$27K 0.01%
+1,204
359
$27K 0.01%
104
+8
360
$27K 0.01%
445
-38
361
$27K 0.01%
+1,458
362
$27K 0.01%
962
363
$26K 0.01%
123
364
$26K 0.01%
115
+6
365
$26K 0.01%
434
366
$26K 0.01%
+400
367
$26K 0.01%
1,330
368
$25K ﹤0.01%
470
+428
369
$25K ﹤0.01%
+2,500
370
$25K ﹤0.01%
+260
371
$25K ﹤0.01%
+1,014
372
$25K ﹤0.01%
172
+21
373
$25K ﹤0.01%
3,020
374
$25K ﹤0.01%
352
375
$24K ﹤0.01%
571
13 14
15
16 17