Kevin Hixson
@Financial Management Professionals, Inc.
Latest period2024 - Q4ReportedManaged Assets$791.09MTotal holdings984
Assets growth rate-1.77%Assets growth rate (2-Q avg)4.39%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Financial Management Professionals, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 984 positions.
Assets under management
The assets under management (AUM) of Financial Management Professionals, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 791.09M in assets, with a quarterly growth rate of -1.77% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Kevin Hixson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JPSTJpmorgan Ultra Short Income Etf
| 3.01% | $23.751M 471,524 shares@ $50.38 avg price | Decreased -23.02% |
IEMGIshares Core Msci Emerging Etf
| 2.18% | $17.17M 328,811 shares@ $52.22 avg price | Decreased -27.17% |
VVVanguard Large Cap Etf
| 2.1% | $16.547M 61,353 shares@ $269.7 avg price | Decreased -0.64% |
JPIEJpmorgan Income Etf
| 1.14% | $9.001M 197,302 shares@ $45.62 avg price | Decreased -2.6% |
AAPLApple Inc
| 0.72% | $5.682M 22,691 shares@ $250.43 avg price | Decreased -1.63% |
PRNInvesco Dwa Industrials Momentum Etf
| 0.53% | $4.125M 26,825 shares@ $153.76 avg price | Decreased -1.39% |
XOMExxon Mobil Corp
| 0.37% | $2.915M 27,097 shares@ $107.57 avg price | Decreased -0.82% |
HELOJpmorgn Hedgd Eqty Lad Ovrly Etf
| 0.34% | $2.676M 43,128 shares@ $62.04 avg price | Decreased -0.25% |
DBEFDeutsch X Trks Msci Eafe Hdg Eqy Etf
| 0.34% | $2.646M 63,920 shares@ $41.4 avg price | Decreased -21.21% |
HOMBHome Bancshares
| 0.33% | $2.544M 89,900 shares@ $28.3 avg price | Decreased -10.03% |