FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
726
$3K ﹤0.01%
29
727
$3K ﹤0.01%
32
728
$3K ﹤0.01%
34
+31
729
$3K ﹤0.01%
+2,725
730
$3K ﹤0.01%
31
+17
731
$3K ﹤0.01%
34
-305
732
$3K ﹤0.01%
45
+28
733
$3K ﹤0.01%
+10
734
$3K ﹤0.01%
22
+4
735
$3K ﹤0.01%
17
736
$3K ﹤0.01%
100
737
$3K ﹤0.01%
+31
738
$3K ﹤0.01%
22
+6
739
$3K ﹤0.01%
+126
740
$3K ﹤0.01%
+4
741
$3K ﹤0.01%
+21
742
$3K ﹤0.01%
206
-244
743
$3K ﹤0.01%
100
744
$3K ﹤0.01%
10
745
$3K ﹤0.01%
300
746
$3K ﹤0.01%
25
747
$2K ﹤0.01%
670
748
$2K ﹤0.01%
6
749
$2K ﹤0.01%
9
750
$2K ﹤0.01%
+39
28 29
30
31 32