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
51
$823K 0.16%
22,471
-484
52
$819K 0.16%
29,470
+7,780
53
$818K 0.16%
7,917
+3,914
54
$818K 0.16%
2,648
+427
55
$678K 0.13%
3,643
+678
56
$677K 0.13%
3,711
-149
57
$652K 0.13%
5,896
+500
58
$647K 0.12%
7,367
+878
59
$615K 0.12%
1,301
+47
60
$611K 0.12%
14,966
+3,051
61
$582K 0.11%
3,651
+330
62
$564K 0.11%
3,793
+300
63
$553K 0.11%
5,685
+269
64
$546K 0.11%
8,806
+2,395
65
$527K 0.1%
5,460
+298
66
$525K 0.1%
1,780
+284
67
$514K 0.1%
30,000
68
$513K 0.1%
5,175
+1,317
69
$493K 0.1%
1,043
-64
70
$479K 0.09%
2,133
-18
71
$475K 0.09%
4,584
+1,432
72
$471K 0.09%
4,732
+1
73
$444K 0.09%
8,497
+1,032
74
$441K 0.09%
2,274
+190
75
$432K 0.08%
15,112
-64
1 2
3
4 5