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
851
$1K ﹤0.01%
4,431
+2,000
852
$1K ﹤0.01%
143
853
$1K ﹤0.01%
42
854
$1K ﹤0.01%
100
855
$1K ﹤0.01%
8
856
$1K ﹤0.01%
32
+1
857
$1K ﹤0.01%
40
858
$1K ﹤0.01%
6
859
$1K ﹤0.01%
59
860
$1K ﹤0.01%
15
861
$1K ﹤0.01%
+13
862
$1K ﹤0.01%
17
-18
863
$1K ﹤0.01%
10
864
$1K ﹤0.01%
20
865
$1K ﹤0.01%
10
866
$1K ﹤0.01%
8
867
$1K ﹤0.01%
12
-23
868
$1K ﹤0.01%
9
-22
869
$1K ﹤0.01%
25
870
$1K ﹤0.01%
+14
871
$1K ﹤0.01%
8
872
$1K ﹤0.01%
4
873
$1K ﹤0.01%
3
874
$1K ﹤0.01%
4
875
$1K ﹤0.01%
24
-233
33 34
35
36 37