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
701
$4K ﹤0.01%
+45
702
$4K ﹤0.01%
31
703
$4K ﹤0.01%
108
-456
704
$4K ﹤0.01%
420
+170
705
$3K ﹤0.01%
7
706
$3K ﹤0.01%
90
+28
707
$3K ﹤0.01%
5
708
$3K ﹤0.01%
30
-29
709
$3K ﹤0.01%
+38
710
$3K ﹤0.01%
171
-669
711
$3K ﹤0.01%
125
712
$3K ﹤0.01%
83
-83
713
$3K ﹤0.01%
100
714
$3K ﹤0.01%
57
715
$3K ﹤0.01%
149
716
$3K ﹤0.01%
34
+31
717
$3K ﹤0.01%
+2,725
718
$3K ﹤0.01%
31
+17
719
$3K ﹤0.01%
34
-305
720
$3K ﹤0.01%
45
+28
721
$3K ﹤0.01%
+10
722
$3K ﹤0.01%
22
+4
723
$3K ﹤0.01%
+59
724
$3K ﹤0.01%
35
725
$3K ﹤0.01%
100
27 28
29
30 31