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
576
$8K ﹤0.01%
119
+51
577
$8K ﹤0.01%
25
+1
578
$8K ﹤0.01%
76
-7
579
$8K ﹤0.01%
11
+2
580
$8K ﹤0.01%
15
+3
581
$8K ﹤0.01%
100
582
$8K ﹤0.01%
44
-27,246
583
$8K ﹤0.01%
+52
584
$7K ﹤0.01%
103
+5
585
$7K ﹤0.01%
42
586
$7K ﹤0.01%
20
587
$7K ﹤0.01%
49
588
$7K ﹤0.01%
63
+6
589
$7K ﹤0.01%
47
590
$7K ﹤0.01%
68
591
$7K ﹤0.01%
48
592
$7K ﹤0.01%
137
593
$7K ﹤0.01%
205
+37
594
$7K ﹤0.01%
111
+100
595
$7K ﹤0.01%
79
596
$7K ﹤0.01%
400
+200
597
$7K ﹤0.01%
268
598
$7K ﹤0.01%
16
+9
599
$7K ﹤0.01%
154
600
$7K ﹤0.01%
17
+10
22 23
24
25 26