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
826
$1K ﹤0.01%
20
827
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10
828
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8
829
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12
-23
830
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831
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832
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+14
833
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834
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835
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3
836
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4
837
$1K ﹤0.01%
24
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838
$1K ﹤0.01%
7
839
$1K ﹤0.01%
4
840
$1K ﹤0.01%
143
841
$1K ﹤0.01%
38
842
$1K ﹤0.01%
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843
$1K ﹤0.01%
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844
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3
845
$1K ﹤0.01%
27
-87
846
$1K ﹤0.01%
28
-609
847
$1K ﹤0.01%
11
+6
848
$1K ﹤0.01%
56
+2
849
$1K ﹤0.01%
30
-1,267
850
$1K ﹤0.01%
28
-29
32 33
34
35 36