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
526
$10K ﹤0.01%
69
+21
527
$10K ﹤0.01%
21
528
$10K ﹤0.01%
1,000
529
$10K ﹤0.01%
499
+11
530
$10K ﹤0.01%
1,122
+1,050
531
$10K ﹤0.01%
909
+10
532
$10K ﹤0.01%
67
533
$10K ﹤0.01%
666
534
$10K ﹤0.01%
418
535
$10K ﹤0.01%
1,277
+146
536
$10K ﹤0.01%
321
+16
537
$10K ﹤0.01%
+1,074
538
$10K ﹤0.01%
317
539
$10K ﹤0.01%
48
-67
540
$9K ﹤0.01%
83
-7
541
$9K ﹤0.01%
357
+102
542
$9K ﹤0.01%
250
543
$9K ﹤0.01%
318
-4
544
$9K ﹤0.01%
96
+36
545
$9K ﹤0.01%
65
546
$9K ﹤0.01%
+222
547
$9K ﹤0.01%
79
-73
548
$9K ﹤0.01%
32
+16
549
$9K ﹤0.01%
50
+17
550
$9K ﹤0.01%
124
+65
20 21
22
23 24