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
776
$2K ﹤0.01%
64
777
$2K ﹤0.01%
315
778
$2K ﹤0.01%
53
779
$2K ﹤0.01%
5
-15
780
$2K ﹤0.01%
200
781
$2K ﹤0.01%
24
782
$2K ﹤0.01%
26
783
$2K ﹤0.01%
242
784
$2K ﹤0.01%
9
785
$2K ﹤0.01%
84
-284
786
$2K ﹤0.01%
64
-2,864
787
$2K ﹤0.01%
26
788
$2K ﹤0.01%
+12
789
$2K ﹤0.01%
21
+3
790
$2K ﹤0.01%
29
791
$2K ﹤0.01%
298
792
$2K ﹤0.01%
30
+19
793
$2K ﹤0.01%
41
-6
794
$2K ﹤0.01%
100
+50
795
$2K ﹤0.01%
6
796
$2K ﹤0.01%
9
797
$2K ﹤0.01%
+39
798
$2K ﹤0.01%
11
799
$2K ﹤0.01%
1,600
+400
800
$2K ﹤0.01%
15
30 31
32
33 34