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
376
$24K ﹤0.01%
+1,358
377
$24K ﹤0.01%
782
-454
378
$24K ﹤0.01%
286
+152
379
$24K ﹤0.01%
+296
380
$24K ﹤0.01%
378
+243
381
$24K ﹤0.01%
400
382
$24K ﹤0.01%
143
383
$24K ﹤0.01%
+153
384
$23K ﹤0.01%
212
+12
385
$23K ﹤0.01%
137
+13
386
$23K ﹤0.01%
139
+4
387
$23K ﹤0.01%
589
388
$23K ﹤0.01%
633
+8
389
$22K ﹤0.01%
187
+103
390
$22K ﹤0.01%
2,828
391
$22K ﹤0.01%
1,740
392
$22K ﹤0.01%
+1,653
393
$22K ﹤0.01%
789
394
$22K ﹤0.01%
376
-131
395
$21K ﹤0.01%
82
396
$21K ﹤0.01%
48
397
$21K ﹤0.01%
+704
398
$21K ﹤0.01%
864
+16
399
$21K ﹤0.01%
+154
400
$21K ﹤0.01%
109
14 15
16
17 18