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
676
$4K ﹤0.01%
+23
677
$4K ﹤0.01%
63
-34
678
$4K ﹤0.01%
+113
679
$4K ﹤0.01%
+37
680
$4K ﹤0.01%
76
+3
681
$4K ﹤0.01%
17
-24
682
$4K ﹤0.01%
+449
683
$4K ﹤0.01%
7
684
$4K ﹤0.01%
54
685
$4K ﹤0.01%
42
686
$4K ﹤0.01%
61
687
$4K ﹤0.01%
90
+40
688
$4K ﹤0.01%
222
+24
689
$4K ﹤0.01%
+45
690
$4K ﹤0.01%
+45
691
$4K ﹤0.01%
150
-47
692
$4K ﹤0.01%
506
693
$4K ﹤0.01%
+277
694
$4K ﹤0.01%
400
695
$4K ﹤0.01%
82
696
$4K ﹤0.01%
+27
697
$4K ﹤0.01%
19
+18
698
$4K ﹤0.01%
14
-18
699
$4K ﹤0.01%
232
+8
700
$4K ﹤0.01%
37
-19
26 27
28
29 30