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
801
$2K ﹤0.01%
670
802
$2K ﹤0.01%
100
803
$1K ﹤0.01%
11
-7,601
804
$1K ﹤0.01%
8
805
$1K ﹤0.01%
14
806
$1K ﹤0.01%
21
+7
807
$1K ﹤0.01%
14
808
$1K ﹤0.01%
32
809
$1K ﹤0.01%
46
810
$1K ﹤0.01%
13
811
$1K ﹤0.01%
4
812
$1K ﹤0.01%
1,000
+400
813
$1K ﹤0.01%
37
814
$1K ﹤0.01%
4,431
+2,000
815
$1K ﹤0.01%
2
816
$1K ﹤0.01%
10
817
$1K ﹤0.01%
+156
818
$1K ﹤0.01%
29
-129
819
$1K ﹤0.01%
24
-948
820
$1K ﹤0.01%
+10
821
$1K ﹤0.01%
35
822
$1K ﹤0.01%
15
823
$1K ﹤0.01%
+13
824
$1K ﹤0.01%
17
-18
825
$1K ﹤0.01%
10
31 32
33
34 35