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
76
$420K 0.08%
7,930
77
$400K 0.08%
6,240
-530
78
$398K 0.08%
8,121
+8,021
79
$396K 0.08%
2,389
+355
80
$389K 0.08%
4,739
+247
81
$388K 0.07%
3,645
+310
82
$373K 0.07%
5,388
+961
83
$359K 0.07%
7,086
-6,276
84
$357K 0.07%
950
-54,613
85
$356K 0.07%
870
-1,104
86
$347K 0.07%
1,360
+16
87
$342K 0.07%
4,121
-1,030
88
$342K 0.07%
2,450
+255
89
$335K 0.06%
3,600
-136
90
$328K 0.06%
1,373
-279
91
$317K 0.06%
6,456
+2,697
92
$310K 0.06%
4,454
+222
93
$296K 0.06%
5,143
+1,558
94
$295K 0.06%
522
+3
95
$289K 0.06%
6,484
+9
96
$288K 0.06%
3,808
+332
97
$285K 0.06%
1,178
+304
98
$271K 0.05%
5,114
+520
99
$267K 0.05%
930
+163
100
$267K 0.05%
1,992
+300
2 3
4
5 6