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
926
$1K ﹤0.01%
46
927
$1K ﹤0.01%
13
928
$1K ﹤0.01%
4
929
$1K ﹤0.01%
1,000
+400
930
$1K ﹤0.01%
37
931
$1K ﹤0.01%
4,431
+2,000
932
$1K ﹤0.01%
4
933
$1K ﹤0.01%
3
934
$1K ﹤0.01%
4
935
$1K ﹤0.01%
143
936
$1K ﹤0.01%
42
937
$1K ﹤0.01%
100
938
$1K ﹤0.01%
8
939
$1K ﹤0.01%
32
+1
940
$1K ﹤0.01%
21
941
– –
-7,027
942
$0 ﹤0.01%
1
-1
943
– –
-704
944
$0 ﹤0.01%
3
945
$0 ﹤0.01%
10
946
$0 ﹤0.01%
+3
947
– –
-779
948
$0 ﹤0.01%
3
949
$0 ﹤0.01%
+5
950
– –
-10,039
36 37
38
39 40