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
701
$4K ﹤0.01%
36
+8
702
$4K ﹤0.01%
108
703
$4K ﹤0.01%
84
-1,840
704
$4K ﹤0.01%
31
705
$4K ﹤0.01%
108
-456
706
$4K ﹤0.01%
+11
707
$4K ﹤0.01%
420
+170
708
$3K ﹤0.01%
31
+17
709
$3K ﹤0.01%
42
-356
710
$3K ﹤0.01%
+224
711
$3K ﹤0.01%
+37
712
$3K ﹤0.01%
+59
713
$3K ﹤0.01%
35
714
$3K ﹤0.01%
90
+28
715
$3K ﹤0.01%
5
716
$3K ﹤0.01%
+16
717
$3K ﹤0.01%
45
+41
718
$3K ﹤0.01%
112
-300
719
$3K ﹤0.01%
30
-29
720
$3K ﹤0.01%
+38
721
$3K ﹤0.01%
171
-669
722
$3K ﹤0.01%
125
723
$3K ﹤0.01%
83
-83
724
$3K ﹤0.01%
100
725
$3K ﹤0.01%
100
27 28
29
30 31