FM

Financial Management Professionals, Inc.

13F
Financial Management Professionals, Inc.
Last update 2024-10-24 1015 Stocks (89 new)
Value $805.00 Mil Turnover 21 %
Countries:
Top Holdings: GSLC(10.87%)SCHG(5.86%)JHMM(5.84%)DFAI(5.58%)GSIE(5.20%)
Summary Stock Picks Current Portfolio
Financial Management Professio... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
775,453
87,580.0
-19.90%
10.870
-2.83%
0.680
+8.25%
+28.19%
13,670.7
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,810,984
47,170.0
+256.80%
5.860
+4.22%
0.040
+13.01%
+38.96%
37,714.4
 
JHMM 		John Hancock Multifactor Mid Cap ETF
780,750
47,000.0
+1.41%
5.840
+0.08%
1.170
+7.56%
+19.41%
4,215.2
 
DFAI 		Dimensional International Core Equity Market ETF
1,415,358
44,980.0
+8.26%
5.580
+0.43%
0.610
-2.41%
+7.56%
7,258.2
 
GSIE 		Goldman Sachs ActiveBeta International Equity ETF
1,156,918
41,850.0
+5.18%
5.200
+0.26%
1.100
-2.22%
+8.26%
3,618.4
 
IWB 		iShares Russell 1000 ETF
105,606
33,200.0
-19.81%
4.120
-1.07%
0.090
+8.55%
+28.13%
39,746.9
 
SMLF 		iShares U.S. Small-Cap Equity Factor ETF
473,239
31,400.0
+0.86%
3.900
+0.03%
2.320
+11.47%
+22.88%
1,493.3
 
BND 		Vanguard Total Bond Market ETF
415,606
31,220.0
+3.69%
3.880
+0.14%
0.030
-2.79%
+2.12%
116,356.4
 
JPST 		JPMorgan Ultra-Short Income ETF
612,547
31,080.0
+8.11%
3.860
+0.29%
0.120
+1.01%
+5.43%
28,141.1
 
VOO 		Vanguard S&P 500 ETF
54,970
29,010.0
+1.67%
3.600
+0.06%
0.010
+7.89%
+28.46%
535,241.3
 

Financial Management Professionals, Inc.'s Historical Top Holdings Breakdowns

Financial Management Professionals, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHV 		Schwab U.S. Large-Cap Value ETF2023-06-30Reduce
-6.01%
●
62.94 ($65.16) 67.09
$26.84
-58.81%
Reduce -99.63%
1,768
-474,572
SCHG 		Schwab U.S. Large-Cap Growth ETF2023-06-30Add
+5.94%
●
63.52 ($68.45) 74.95
$28.76
-57.98%
Add 816658.62%
473,720
473,662
DFAI 		Dimensional International Core Equity Market ETF2024-06-30New Buy
+5.32%
●
28.93 ($30.01) 30.91
$30.23
0.73%
New holding
1,307,395
1,307,395
SCHX 		Schwab U.S. Large-Cap ETF2023-12-31Reduce
-5.13%
●
48.47 ($52.68) 56.6
$23.90
-54.63%
Reduce -60.82%
371,091
-576,092
SH 		ProShares Short S&P500 -1x Shares2022-12-31Reduce
-5.10%
●
15.05 ($15.98) 17.24
$41.82
161.70%
Reduce -99.52%
6,188
-1,286,052
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+4.22%
●
23.16 ($25.16) 26.42
$28.76
14.31%
Add 256.8%
1,810,984
325,856
VOO 		Vanguard S&P 500 ETF2023-03-31Reduce
-3.93%
●
347.23 ($365.38) 381.37
$555.61
52.06%
Reduce -98.29%
950
-54,613
VB 		Vanguard Small Cap ETF2023-03-31Add
+3.71%
●
179.43 ($193.22) 207.9
$253.26
31.07%
Add 843966.67%
101,288
101,276
VB 		Vanguard Small Cap ETF2023-06-30Reduce
-3.71%
●
180.55 ($188.31) 198.89
$253.26
34.49%
Reduce -99.91%
87
-101,201
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Reduce
-3.36%
●
58.7 ($61.99) 64.78
$23.90
-61.45%
Reduce -99.24%
2,797
-367,299

Financial Management Professionals, Inc. Total Holding History ($B)

To

Financial Management Professionals, Inc.'s Asset Allocation

To

Financial Management Professionals, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Management Professionals, Inc.'s Hypothetical Growth since 2024-09-30

Financial Management Professionals, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Financial Management Professionals, Inc.'s Holdings Heat Map

Size field:

Financial Management Professionals, Inc.'s Holdings Bubble Chart

Financial Management Professionals, Inc. News

  • 1

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