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
126
$206K 0.04%
3,386
+349
127
$205K 0.04%
1,117
+10
128
$203K 0.04%
2,524
+2,320
129
$200K 0.04%
1,602
+1,333
130
$198K 0.04%
880
+544
131
$197K 0.04%
+4,260
132
$197K 0.04%
705
+313
133
$195K 0.04%
764
-291
134
$193K 0.04%
10,037
+288
135
$190K 0.04%
383
+225
136
$189K 0.04%
+4,200
137
$189K 0.04%
6,039
+1,660
138
$175K 0.03%
918
-328
139
$175K 0.03%
2,275
+1,352
140
$175K 0.03%
5,118
+4,593
141
$174K 0.03%
777
+154
142
$172K 0.03%
4,245
+4,232
143
$171K 0.03%
1,492
+114
144
$169K 0.03%
3,233
-1,299
145
$168K 0.03%
835
+204
146
$162K 0.03%
15,368
147
$161K 0.03%
3,589
148
$157K 0.03%
273
+12
149
$153K 0.03%
721
+20
150
$153K 0.03%
+6,014
4 5
6
7 8