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
651
$5K ﹤0.01%
443
+43
652
$5K ﹤0.01%
317
653
$5K ﹤0.01%
129
+59
654
$5K ﹤0.01%
44
+31
655
$5K ﹤0.01%
53
+5
656
$5K ﹤0.01%
85
657
$5K ﹤0.01%
85
658
$5K ﹤0.01%
590
659
$5K ﹤0.01%
92
-16
660
$5K ﹤0.01%
+9
661
$5K ﹤0.01%
77
662
$5K ﹤0.01%
48
663
$5K ﹤0.01%
45
+42
664
$5K ﹤0.01%
19
665
$5K ﹤0.01%
154
-167
666
$5K ﹤0.01%
181
667
$5K ﹤0.01%
19
668
$5K ﹤0.01%
+30
669
$5K ﹤0.01%
126
670
$5K ﹤0.01%
64
-340
671
$5K ﹤0.01%
114
+1
672
$5K ﹤0.01%
+47
673
$4K ﹤0.01%
+21
674
$4K ﹤0.01%
81
+11
675
$4K ﹤0.01%
22
25 26
27
28 29