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
451
$16K ﹤0.01%
246
+102
452
$16K ﹤0.01%
311
453
$16K ﹤0.01%
535
+55
454
$16K ﹤0.01%
1,129
+28
455
$16K ﹤0.01%
+2,348
456
$16K ﹤0.01%
+612
457
$16K ﹤0.01%
351
-66,442
458
$16K ﹤0.01%
295
+53
459
$16K ﹤0.01%
120
+10
460
$16K ﹤0.01%
95
+6
461
$15K ﹤0.01%
774
462
$15K ﹤0.01%
1,314
+36
463
$15K ﹤0.01%
109
464
$15K ﹤0.01%
930
+27
465
$15K ﹤0.01%
96
-224
466
$15K ﹤0.01%
90
+51
467
$15K ﹤0.01%
33
468
$15K ﹤0.01%
199
469
$15K ﹤0.01%
969
-166
470
$15K ﹤0.01%
485
471
$15K ﹤0.01%
172
+26
472
$14K ﹤0.01%
316
-3
473
$14K ﹤0.01%
157
+29
474
$14K ﹤0.01%
120
475
$14K ﹤0.01%
77
+4
17 18
19
20 21