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
951
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952
$0 ﹤0.01%
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954
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955
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956
$0 ﹤0.01%
+3
957
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-36
958
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959
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960
$0 ﹤0.01%
7
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962
$0 ﹤0.01%
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963
$0 ﹤0.01%
+1
964
$0 ﹤0.01%
5
965
– –
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966
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967
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968
$0 ﹤0.01%
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-378
969
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970
$0 ﹤0.01%
5
971
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972
$0 ﹤0.01%
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973
$0 ﹤0.01%
7
+2
974
– –
-3,580
975
$0 ﹤0.01%
1
37 38
39
40 41