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
976
– –
-1,803
977
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-135
978
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-14
979
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-5
980
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-20
981
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-71
982
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-822
983
$0 ﹤0.01%
+2,000
984
$0 ﹤0.01%
6
985
$0 ﹤0.01%
2
986
$0 ﹤0.01%
+7
987
– –
-250
988
$0 ﹤0.01%
2
989
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990
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991
$0 ﹤0.01%
2
992
$0 ﹤0.01%
5
993
$0 ﹤0.01%
3
994
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995
$0 ﹤0.01%
13
996
– –
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997
$0 ﹤0.01%
3
998
$0 ﹤0.01%
1
999
– –
-3
1000
$0 ﹤0.01%
12
38 39
40
41 42