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
826
$1K ﹤0.01%
+3
827
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40
-133
828
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18
829
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6
830
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10
-43
831
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26
+23
832
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37
833
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12
834
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27
+15
835
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+10
836
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200
837
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31
838
$1K ﹤0.01%
24
-126
839
$1K ﹤0.01%
32
+12
840
$1K ﹤0.01%
6
841
$1K ﹤0.01%
+5
842
$1K ﹤0.01%
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843
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4
844
$1K ﹤0.01%
14
845
$1K ﹤0.01%
7
846
$1K ﹤0.01%
8
847
$1K ﹤0.01%
2
848
$1K ﹤0.01%
10
849
$1K ﹤0.01%
3
850
$1K ﹤0.01%
521
+474
32 33
34
35 36