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
526
$11K ﹤0.01%
1,434
527
$10K ﹤0.01%
48
-67
528
$10K ﹤0.01%
317
529
$10K ﹤0.01%
21
530
$10K ﹤0.01%
1,000
531
$10K ﹤0.01%
499
+11
532
$10K ﹤0.01%
203
-85
533
$10K ﹤0.01%
1,122
+1,050
534
$10K ﹤0.01%
909
+10
535
$10K ﹤0.01%
67
536
$10K ﹤0.01%
666
537
$10K ﹤0.01%
418
538
$10K ﹤0.01%
53
+28
539
$10K ﹤0.01%
69
+21
540
$10K ﹤0.01%
1,277
+146
541
$10K ﹤0.01%
321
+16
542
$10K ﹤0.01%
+1,074
543
$9K ﹤0.01%
357
+102
544
$9K ﹤0.01%
250
545
$9K ﹤0.01%
318
-4
546
$9K ﹤0.01%
96
+36
547
$9K ﹤0.01%
65
548
$9K ﹤0.01%
+222
549
$9K ﹤0.01%
79
-73
550
$9K ﹤0.01%
83
-7
20 21
22
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