FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
901
$1K ﹤0.01%
32
902
$1K ﹤0.01%
3
903
$1K ﹤0.01%
42
-12
904
$1K ﹤0.01%
45
905
$1K ﹤0.01%
+9
906
$1K ﹤0.01%
5
907
$1K ﹤0.01%
14
908
$1K ﹤0.01%
25
909
$1K ﹤0.01%
+156
910
$1K ﹤0.01%
29
-129
911
$1K ﹤0.01%
26
912
$1K ﹤0.01%
4
913
$1K ﹤0.01%
9
914
$1K ﹤0.01%
8
915
$1K ﹤0.01%
5
-102
916
$1K ﹤0.01%
10
917
$1K ﹤0.01%
15
918
$1K ﹤0.01%
4
919
$1K ﹤0.01%
15
920
$1K ﹤0.01%
30
921
$1K ﹤0.01%
29
922
$1K ﹤0.01%
4
923
$1K ﹤0.01%
8
+4
924
$1K ﹤0.01%
14
925
$1K ﹤0.01%
32
35 36
37
38 39