FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
801
$1K ﹤0.01%
17
802
$1K ﹤0.01%
+19
803
$1K ﹤0.01%
9
804
$1K ﹤0.01%
40
805
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32
806
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5
807
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29
808
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6
809
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16
810
$1K ﹤0.01%
59
811
$1K ﹤0.01%
9
812
$1K ﹤0.01%
12
813
$1K ﹤0.01%
9
814
$1K ﹤0.01%
3
815
$1K ﹤0.01%
27
-87
816
$1K ﹤0.01%
28
-609
817
$1K ﹤0.01%
11
+6
818
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56
+2
819
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30
-1,267
820
$1K ﹤0.01%
28
-29
821
$1K ﹤0.01%
9
-18
822
$1K ﹤0.01%
20
-23
823
$1K ﹤0.01%
+13
824
$1K ﹤0.01%
40
-133
825
$1K ﹤0.01%
18
31 32
33
34 35