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
751
$2K ﹤0.01%
60
752
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70
753
$2K ﹤0.01%
+85
754
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54
755
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5
756
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17
757
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18
758
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33
-29
759
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20
+17
760
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925
761
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76
+5
762
$2K ﹤0.01%
5
763
$2K ﹤0.01%
21
+8
764
$2K ﹤0.01%
29
+3
765
$2K ﹤0.01%
90
-330
766
$2K ﹤0.01%
87
-302
767
$2K ﹤0.01%
53
-288
768
$2K ﹤0.01%
100
769
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27
770
$2K ﹤0.01%
25
771
$2K ﹤0.01%
+58
772
$2K ﹤0.01%
20
773
$2K ﹤0.01%
34
+2
774
$2K ﹤0.01%
10
775
$2K ﹤0.01%
+8
29 30
31
32 33