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
426
$18K ﹤0.01%
56
-17
427
$18K ﹤0.01%
352
428
$18K ﹤0.01%
151
+22
429
$18K ﹤0.01%
12
+4
430
$18K ﹤0.01%
1,500
431
$18K ﹤0.01%
200
432
$18K ﹤0.01%
377
433
$18K ﹤0.01%
372
-34
434
$17K ﹤0.01%
52
435
$17K ﹤0.01%
+404
436
$17K ﹤0.01%
360
+135
437
$17K ﹤0.01%
165
+154
438
$17K ﹤0.01%
775
439
$17K ﹤0.01%
500
440
$17K ﹤0.01%
120
+25
441
$17K ﹤0.01%
248
+42
442
$17K ﹤0.01%
356
+322
443
$17K ﹤0.01%
70
+5
444
$17K ﹤0.01%
57
+1
445
$17K ﹤0.01%
376
446
$17K ﹤0.01%
31
+1
447
$17K ﹤0.01%
1,410
+16
448
$17K ﹤0.01%
306
449
$17K ﹤0.01%
206
450
$16K ﹤0.01%
246
+102
16 17
18
19 20