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
26
$5.02M 0.97%
30,452
+2,198
27
$4.53M 0.87%
95,740
+6,279
28
$4.45M 0.86%
205,071
+202,310
29
$3.78M 0.73%
57,864
+57,733
30
$3.72M 0.72%
+85,005
31
$3.45M 0.67%
31,371
32
$2.83M 0.55%
35,068
-115
33
$2.8M 0.54%
79,477
34
$2.76M 0.53%
25,139
+2,032
35
$2.74M 0.53%
31,993
-318
36
$2.71M 0.52%
+17,513
37
$2.65M 0.51%
+111,195
38
$2.11M 0.41%
132,036
-3,399
39
$1.97M 0.38%
+101,863
40
$1.47M 0.28%
11,262
+907
41
$1.37M 0.26%
4,761
+1,502
42
$1.22M 0.23%
12,237
+417
43
$943K 0.18%
21,559
+21,374
44
$940K 0.18%
38,556
+36,858
45
$926K 0.18%
+13,023
46
$911K 0.18%
2,654
+193
47
$890K 0.17%
8,501
+8,213
48
$885K 0.17%
17,415
+16,828
49
$865K 0.17%
4,170
+527
50
$863K 0.17%
5,286
+692
1
2
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