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
901
$1K ﹤0.01%
15
902
$1K ﹤0.01%
32
903
$1K ﹤0.01%
3
904
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42
-12
905
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906
$1K ﹤0.01%
+9
907
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5
908
$1K ﹤0.01%
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909
$1K ﹤0.01%
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910
$1K ﹤0.01%
+19
911
$1K ﹤0.01%
9
912
$1K ﹤0.01%
25
913
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25
914
$1K ﹤0.01%
26
-28
915
$1K ﹤0.01%
11
916
$1K ﹤0.01%
26
917
$1K ﹤0.01%
4
918
$1K ﹤0.01%
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919
$1K ﹤0.01%
8
920
$1K ﹤0.01%
5
-102
921
$1K ﹤0.01%
10
922
$1K ﹤0.01%
15
923
$1K ﹤0.01%
4
924
$1K ﹤0.01%
40
925
$1K ﹤0.01%
32
35 36
37
38 39