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
151
$152K 0.03%
1,997
152
$150K 0.03%
3,243
153
$148K 0.03%
1,165
+1,088
154
$144K 0.03%
722
+508
155
$143K 0.03%
5,507
+1,363
156
$141K 0.03%
728
+308
157
$141K 0.03%
1,868
+195
158
$140K 0.03%
688
-45,240
159
$138K 0.03%
1,411
+237
160
$137K 0.03%
1,076
-459
161
$136K 0.03%
352
+5
162
$135K 0.03%
198
+98
163
$133K 0.03%
1,751
+1,342
164
$130K 0.03%
1,299
+860
165
$129K 0.02%
1,270
+67
166
$128K 0.02%
+507
167
$126K 0.02%
937
+244
168
$122K 0.02%
2,154
169
$122K 0.02%
840
-712
170
$122K 0.02%
662
-1
171
$121K 0.02%
396
172
$121K 0.02%
3,490
+110
173
$117K 0.02%
10,000
174
$117K 0.02%
1,122
+194
175
$117K 0.02%
+1,245
5 6
7
8 9