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
926
$1K ﹤0.01%
4
927
$1K ﹤0.01%
32
928
$1K ﹤0.01%
5
929
$1K ﹤0.01%
29
930
$1K ﹤0.01%
15
931
$1K ﹤0.01%
30
932
$1K ﹤0.01%
29
933
$1K ﹤0.01%
4
934
$1K ﹤0.01%
16
935
$1K ﹤0.01%
8
+4
936
$1K ﹤0.01%
19
+13
937
$1K ﹤0.01%
7
938
$1K ﹤0.01%
9
939
$1K ﹤0.01%
12
940
$1K ﹤0.01%
3
941
$0 ﹤0.01%
+4
942
$0 ﹤0.01%
2
-11
943
– –
-6,286
944
$0 ﹤0.01%
10
945
$0 ﹤0.01%
10
946
$0 ﹤0.01%
+7
947
– –
-19
948
– –
-14
949
$0 ﹤0.01%
+7
950
– –
-3
36 37
38
39 40