FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
576
$8K ﹤0.01%
100
577
$8K ﹤0.01%
119
+51
578
$8K ﹤0.01%
25
+1
579
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76
-7
580
$8K ﹤0.01%
11
+2
581
$7K ﹤0.01%
20
582
$7K ﹤0.01%
49
583
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63
+6
584
$7K ﹤0.01%
47
585
$7K ﹤0.01%
68
586
$7K ﹤0.01%
48
587
$7K ﹤0.01%
137
588
$7K ﹤0.01%
205
+37
589
$7K ﹤0.01%
111
+100
590
$7K ﹤0.01%
79
591
$7K ﹤0.01%
104
+4
592
$7K ﹤0.01%
17
+10
593
$7K ﹤0.01%
435
+61
594
$7K ﹤0.01%
42
595
$7K ﹤0.01%
400
+200
596
$7K ﹤0.01%
268
597
$7K ﹤0.01%
16
+9
598
$7K ﹤0.01%
154
599
$7K ﹤0.01%
215
600
$7K ﹤0.01%
21
+1
22 23
24
25 26