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
601
$7K ﹤0.01%
435
+61
602
$7K ﹤0.01%
215
603
$7K ﹤0.01%
21
+1
604
$7K ﹤0.01%
56
+19
605
$7K ﹤0.01%
300
606
$6K ﹤0.01%
138
607
$6K ﹤0.01%
52
+25
608
$6K ﹤0.01%
33
+25
609
$6K ﹤0.01%
34
610
$6K ﹤0.01%
281
-9
611
$6K ﹤0.01%
92
+31
612
$6K ﹤0.01%
148
+26
613
$6K ﹤0.01%
82
614
$6K ﹤0.01%
72
+4
615
$6K ﹤0.01%
+29
616
$6K ﹤0.01%
100
-64
617
$6K ﹤0.01%
+15
618
$6K ﹤0.01%
33
619
$6K ﹤0.01%
115
+2
620
$6K ﹤0.01%
97
-118
621
$6K ﹤0.01%
20
622
$6K ﹤0.01%
62
623
$6K ﹤0.01%
120
624
$6K ﹤0.01%
1,266
-29
625
$6K ﹤0.01%
79
-11
23 24
25
26 27