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
751
$2K ﹤0.01%
11
752
$2K ﹤0.01%
29
753
$2K ﹤0.01%
298
754
$2K ﹤0.01%
+85
755
$2K ﹤0.01%
54
756
$2K ﹤0.01%
5
757
$2K ﹤0.01%
17
758
$2K ﹤0.01%
18
759
$2K ﹤0.01%
33
-29
760
$2K ﹤0.01%
20
+17
761
$2K ﹤0.01%
925
762
$2K ﹤0.01%
76
+5
763
$2K ﹤0.01%
5
764
$2K ﹤0.01%
21
+8
765
$2K ﹤0.01%
29
+3
766
$2K ﹤0.01%
90
-330
767
$2K ﹤0.01%
87
-302
768
$2K ﹤0.01%
53
-288
769
$2K ﹤0.01%
100
770
$2K ﹤0.01%
27
771
$2K ﹤0.01%
25
772
$2K ﹤0.01%
+58
773
$2K ﹤0.01%
20
774
$2K ﹤0.01%
34
+2
775
$2K ﹤0.01%
10
29 30
31
32 33