FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
376
$24K ﹤0.01%
571
377
$24K ﹤0.01%
+1,358
378
$24K ﹤0.01%
782
-454
379
$24K ﹤0.01%
286
+152
380
$24K ﹤0.01%
+296
381
$24K ﹤0.01%
378
+243
382
$24K ﹤0.01%
400
383
$23K ﹤0.01%
633
+8
384
$23K ﹤0.01%
212
+12
385
$23K ﹤0.01%
137
+13
386
$23K ﹤0.01%
139
+4
387
$23K ﹤0.01%
589
388
$22K ﹤0.01%
187
+103
389
$22K ﹤0.01%
2,828
390
$22K ﹤0.01%
1,740
391
$22K ﹤0.01%
+1,653
392
$22K ﹤0.01%
789
393
$22K ﹤0.01%
376
-131
394
$21K ﹤0.01%
82
395
$21K ﹤0.01%
48
396
$21K ﹤0.01%
+704
397
$21K ﹤0.01%
864
+16
398
$21K ﹤0.01%
+154
399
$21K ﹤0.01%
109
400
$21K ﹤0.01%
100
14 15
16
17 18