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
1126
$0 ﹤0.01%
3
1127
$0 ﹤0.01%
+7
1128
$0 ﹤0.01%
3
1129
– –
-8
1130
$0 ﹤0.01%
10
-15
1131
$0 ﹤0.01%
4
-5
1132
$0 ﹤0.01%
13
1133
– –
-21
1134
$0 ﹤0.01%
3
1135
$0 ﹤0.01%
+2
1136
$0 ﹤0.01%
1
1137
– –
-3
1138
– –
-508
1139
– –
-1
1140
– –
-16
1141
$0 ﹤0.01%
10
1142
$0 ﹤0.01%
+7
1143
– –
-3
1144
$0 ﹤0.01%
12
1145
– –
-976
1146
$0 ﹤0.01%
+4
1147
$0 ﹤0.01%
3
1148
$0 ﹤0.01%
3
1149
– –
-968
1150
$0 ﹤0.01%
10
43 44 45
46
47