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
476
$14K ﹤0.01%
101
+97
477
$14K ﹤0.01%
313
+64
478
$14K ﹤0.01%
1,091
-11,091
479
$14K ﹤0.01%
243
480
$14K ﹤0.01%
71
-18
481
$14K ﹤0.01%
278
+41
482
$14K ﹤0.01%
204
483
$14K ﹤0.01%
179
484
$14K ﹤0.01%
6,200
485
$14K ﹤0.01%
568
486
$13K ﹤0.01%
141
+51
487
$13K ﹤0.01%
39
488
$13K ﹤0.01%
85
-53
489
$13K ﹤0.01%
141
-120
490
$13K ﹤0.01%
289
+80
491
$13K ﹤0.01%
97
492
$13K ﹤0.01%
80
+13
493
$13K ﹤0.01%
218
-6
494
$13K ﹤0.01%
132
495
$13K ﹤0.01%
+5,682
496
$13K ﹤0.01%
229
+43
497
$13K ﹤0.01%
+2,017
498
$13K ﹤0.01%
1,688
-13,507
499
$13K ﹤0.01%
1,328
-195
500
$12K ﹤0.01%
5
+1
18 19
20
21 22