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
1026
$0 ﹤0.01%
+2,000
1027
$0 ﹤0.01%
6
1028
$0 ﹤0.01%
+1
1029
– –
-4
1030
$0 ﹤0.01%
2
1031
– –
-137
1032
– –
-787
1033
$0 ﹤0.01%
1
1034
– –
-1,071
1035
– –
-11
1036
$0 ﹤0.01%
+4
1037
$0 ﹤0.01%
2
-11
1038
– –
-6,286
1039
$0 ﹤0.01%
10
1040
$0 ﹤0.01%
+7
1041
– –
-19
1042
– –
-14
1043
$0 ﹤0.01%
22
1044
$0 ﹤0.01%
2
-2
1045
– –
-3,709
1046
$0 ﹤0.01%
7
1047
– –
-3
1048
$0 ﹤0.01%
2
1049
– –
-1,084
1050
$0 ﹤0.01%
+8
40 41
42
43 44