FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
651
$5K ﹤0.01%
45
+42
652
$5K ﹤0.01%
19
653
$5K ﹤0.01%
154
-167
654
$5K ﹤0.01%
181
655
$5K ﹤0.01%
19
656
$5K ﹤0.01%
+30
657
$5K ﹤0.01%
126
658
$5K ﹤0.01%
64
-340
659
$5K ﹤0.01%
114
+1
660
$5K ﹤0.01%
+47
661
$5K ﹤0.01%
200
662
$5K ﹤0.01%
22
+1
663
$5K ﹤0.01%
130
-51
664
$5K ﹤0.01%
42
665
$5K ﹤0.01%
127
+43
666
$5K ﹤0.01%
443
+43
667
$5K ﹤0.01%
317
668
$5K ﹤0.01%
129
+59
669
$5K ﹤0.01%
44
+31
670
$4K ﹤0.01%
+113
671
$4K ﹤0.01%
+37
672
$4K ﹤0.01%
76
+3
673
$4K ﹤0.01%
17
-24
674
$4K ﹤0.01%
+449
675
$4K ﹤0.01%
7
25 26
27
28 29