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
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%
1,981
181
$114K 0.02%
1,455
+941
182
$112K 0.02%
351
183
$111K 0.02%
7,522
184
$111K 0.02%
12,709
+2,665
185
$110K 0.02%
669
+51
186
$110K 0.02%
+2,157
187
$110K 0.02%
3,370
+88
188
$109K 0.02%
9,842
+1,586
189
$107K 0.02%
2,548
190
$107K 0.02%
794
-285
191
$106K 0.02%
1,108
+142
192
$106K 0.02%
1,410
193
$105K 0.02%
851
+372
194
$105K 0.02%
+3,001
195
$104K 0.02%
3,464
+127
196
$104K 0.02%
1,193
+44
197
$102K 0.02%
246
+184
198
$102K 0.02%
610
-170
199
$102K 0.02%
3,199
200
$101K 0.02%
998
-18,731
6 7
8
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