FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
501
$12K ﹤0.01%
262
+81
502
$12K ﹤0.01%
1,000
503
$12K ﹤0.01%
1,033
504
$11K ﹤0.01%
120
505
$11K ﹤0.01%
135
+14
506
$11K ﹤0.01%
4
507
$11K ﹤0.01%
159
508
$11K ﹤0.01%
217
-19
509
$11K ﹤0.01%
65
-15
510
$11K ﹤0.01%
45
+2
511
$11K ﹤0.01%
80
512
$11K ﹤0.01%
664
+32
513
$11K ﹤0.01%
1,000
514
$11K ﹤0.01%
132
+31
515
$11K ﹤0.01%
36
516
$11K ﹤0.01%
355
517
$11K ﹤0.01%
628
+229
518
$11K ﹤0.01%
2,557
+808
519
$11K ﹤0.01%
518
+385
520
$11K ﹤0.01%
500
521
$11K ﹤0.01%
274
+266
522
$11K ﹤0.01%
34
523
$11K ﹤0.01%
+137
524
$10K ﹤0.01%
203
-85
525
$10K ﹤0.01%
53
+28
19 20
21
22 23