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
926
$1K ﹤0.01%
5
927
$1K ﹤0.01%
29
928
$1K ﹤0.01%
15
929
$1K ﹤0.01%
30
930
$1K ﹤0.01%
29
931
$1K ﹤0.01%
4
932
$1K ﹤0.01%
6
933
$1K ﹤0.01%
16
934
$1K ﹤0.01%
8
+4
935
$1K ﹤0.01%
19
+13
936
$1K ﹤0.01%
7
937
$1K ﹤0.01%
59
938
$1K ﹤0.01%
9
939
$1K ﹤0.01%
12
940
$1K ﹤0.01%
3
941
$1K ﹤0.01%
9
942
$1K ﹤0.01%
17
943
$1K ﹤0.01%
7
944
$0 ﹤0.01%
28
945
$0 ﹤0.01%
17
946
$0 ﹤0.01%
31
947
– –
-4
948
$0 ﹤0.01%
+3
949
– –
-36
950
– –
-493
36 37
38
39 40