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
551
$9K ﹤0.01%
208
-71
552
$9K ﹤0.01%
65
+21
553
$9K ﹤0.01%
1,084
+24
554
$9K ﹤0.01%
300
555
$9K ﹤0.01%
842
+9
556
$9K ﹤0.01%
64
+39
557
$9K ﹤0.01%
27
558
$9K ﹤0.01%
1,106
+29
559
$9K ﹤0.01%
32
560
$9K ﹤0.01%
32
+16
561
$9K ﹤0.01%
50
+17
562
$9K ﹤0.01%
124
+65
563
$9K ﹤0.01%
425
564
$9K ﹤0.01%
166
565
$8K ﹤0.01%
21
+5
566
$8K ﹤0.01%
75
+24
567
$8K ﹤0.01%
+70
568
$8K ﹤0.01%
202
+150
569
$8K ﹤0.01%
+129
570
$8K ﹤0.01%
52
+1
571
$8K ﹤0.01%
133
+9
572
$8K ﹤0.01%
79
-9
573
$8K ﹤0.01%
78
+9
574
$8K ﹤0.01%
500
575
$8K ﹤0.01%
100
21 22
23
24 25