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
201
$99K 0.02%
2,443
+1,184
202
$99K 0.02%
24,115
203
$98K 0.02%
1,550
+936
204
$97K 0.02%
426
+349
205
$96K 0.02%
3,737
+1,005
206
$95K 0.02%
429
-348
207
$95K 0.02%
2,183
+1,995
208
$95K 0.02%
116
+85
209
$94K 0.02%
2,901
+75
210
$93K 0.02%
710
-1,791
211
$92K 0.02%
952
+902
212
$90K 0.02%
+895
213
$90K 0.02%
425
-29
214
$89K 0.02%
+5,940
215
$89K 0.02%
9,475
216
$88K 0.02%
3,255
-64,067
217
$88K 0.02%
2,459
+417
218
$87K 0.02%
832
219
$85K 0.02%
1,375
-5
220
$84K 0.02%
688
+315
221
$83K 0.02%
1,230
+65
222
$82K 0.02%
363
-2
223
$82K 0.02%
200
-17,194
224
$82K 0.02%
4,389
+4,387
225
$80K 0.02%
9,962
7 8
9
10 11