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
626
$6K ﹤0.01%
1
627
$6K ﹤0.01%
1,659
628
$6K ﹤0.01%
+49
629
$6K ﹤0.01%
33
+18
630
$6K ﹤0.01%
85
+33
631
$6K ﹤0.01%
55
+27
632
$6K ﹤0.01%
49
+4
633
$6K ﹤0.01%
235
634
$6K ﹤0.01%
63
635
$6K ﹤0.01%
26
-10
636
$6K ﹤0.01%
67
+1
637
$5K ﹤0.01%
44
638
$5K ﹤0.01%
67
+12
639
$5K ﹤0.01%
141
+94
640
$5K ﹤0.01%
20
641
$5K ﹤0.01%
178
+126
642
$5K ﹤0.01%
96
+11
643
$5K ﹤0.01%
200
644
$5K ﹤0.01%
+333
645
$5K ﹤0.01%
+49
646
$5K ﹤0.01%
128
-92
647
$5K ﹤0.01%
22
+1
648
$5K ﹤0.01%
130
-51
649
$5K ﹤0.01%
42
650
$5K ﹤0.01%
127
+43
24 25
26
27 28