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
176
$116K 0.02%
580
+294
177
$115K 0.02%
644
178
$115K 0.02%
1,253
-105,691
179
$115K 0.02%
1,514
180
$114K 0.02%
1,455
+941
181
$114K 0.02%
1,981
182
$112K 0.02%
351
183
$111K 0.02%
12,709
+2,665
184
$110K 0.02%
669
+51
185
$110K 0.02%
+2,157
186
$110K 0.02%
3,370
+88
187
$109K 0.02%
9,842
+1,586
188
$107K 0.02%
2,548
189
$107K 0.02%
794
-285
190
$106K 0.02%
1,108
+142
191
$106K 0.02%
1,410
192
$105K 0.02%
+3,001
193
$105K 0.02%
851
+372
194
$104K 0.02%
3,464
+127
195
$104K 0.02%
1,193
+44
196
$102K 0.02%
246
+184
197
$102K 0.02%
610
-170
198
$102K 0.02%
3,199
199
$101K 0.02%
998
-18,731
200
$100K 0.02%
300
6 7
8
9 10