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
201
$100K 0.02%
300
202
$99K 0.02%
2,443
+1,184
203
$99K 0.02%
24,115
204
$98K 0.02%
1,550
+936
205
$97K 0.02%
426
+349
206
$96K 0.02%
3,737
+1,005
207
$95K 0.02%
429
-348
208
$95K 0.02%
2,183
+1,995
209
$95K 0.02%
116
+85
210
$94K 0.02%
2,901
+75
211
$93K 0.02%
710
-1,791
212
$92K 0.02%
952
+902
213
$90K 0.02%
+895
214
$90K 0.02%
425
-29
215
$89K 0.02%
+5,940
216
$89K 0.02%
9,475
217
$88K 0.02%
2,459
+417
218
$88K 0.02%
3,255
-64,067
219
$87K 0.02%
832
220
$85K 0.02%
1,375
-5
221
$84K 0.02%
688
+315
222
$83K 0.02%
1,230
+65
223
$82K 0.02%
363
-2
224
$82K 0.02%
200
-17,194
225
$82K 0.02%
4,389
+4,387
7 8
9
10 11