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
726
$3K ﹤0.01%
57
727
$3K ﹤0.01%
7
728
$3K ﹤0.01%
149
729
$3K ﹤0.01%
328
730
$3K ﹤0.01%
29
731
$3K ﹤0.01%
32
732
$3K ﹤0.01%
34
+31
733
$3K ﹤0.01%
+2,725
734
$3K ﹤0.01%
34
-305
735
$3K ﹤0.01%
45
+28
736
$3K ﹤0.01%
+10
737
$3K ﹤0.01%
22
+4
738
$3K ﹤0.01%
17
739
$3K ﹤0.01%
100
740
$3K ﹤0.01%
+31
741
$3K ﹤0.01%
22
+6
742
$3K ﹤0.01%
+126
743
$3K ﹤0.01%
+4
744
$3K ﹤0.01%
+21
745
$3K ﹤0.01%
206
-244
746
$3K ﹤0.01%
100
747
$3K ﹤0.01%
10
748
$3K ﹤0.01%
300
749
$3K ﹤0.01%
25
750
$2K ﹤0.01%
30
28 29
30
31 32