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
501
$12K ﹤0.01%
262
+81
502
$12K ﹤0.01%
355
-66
503
$12K ﹤0.01%
1,000
504
$12K ﹤0.01%
1,033
505
$12K ﹤0.01%
209
+30
506
$11K ﹤0.01%
120
507
$11K ﹤0.01%
135
+14
508
$11K ﹤0.01%
4
509
$11K ﹤0.01%
159
510
$11K ﹤0.01%
217
-19
511
$11K ﹤0.01%
65
-15
512
$11K ﹤0.01%
45
+2
513
$11K ﹤0.01%
80
514
$11K ﹤0.01%
664
+32
515
$11K ﹤0.01%
+137
516
$11K ﹤0.01%
1,000
517
$11K ﹤0.01%
132
+31
518
$11K ﹤0.01%
36
519
$11K ﹤0.01%
355
520
$11K ﹤0.01%
628
+229
521
$11K ﹤0.01%
2,557
+808
522
$11K ﹤0.01%
518
+385
523
$11K ﹤0.01%
500
524
$11K ﹤0.01%
137
+133
525
$11K ﹤0.01%
34
19 20
21
22 23