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 |
---|---|---|---|
SPTMSpdr Portfolio S P 1500 Cmpst St Etf
| 0.94% | $7.401M 103,618 shares@ $71.44 avg price | New Position |
BBCAJpmorgan Betabuilders Canada Etf
| 0.85% | $6.694M 94,836 shares@ $70.59 avg price | New Position |
SPSMSpdr Portfolio S&p 600 Small Cap Etf
| 0.69% | $5.391M 120,015 shares@ $44.93 avg price | New Position |
EWCIshares Msci Canada Etf
| 0.35% | $2.707M 67,181 shares@ $40.3 avg price | New Position |
PDPPowershares Dwa Momentum
| 0.31% | $2.43M 22,585 shares@ $107.62 avg price | New Position |
KCESpdr S&p Capital Markets Etf
| 0.15% | $1.169M 8,488 shares@ $137.71 avg price | New Position |
PUIPowershares Dwa Utilities
| 0.14% | $1.102M 28,474 shares@ $38.69 avg price | New Position |
BLKBlackrock Inc New
| 0.06% | $448,998 438 shares@ $1025.11 avg price | New Position |
LRCXLam Research Corp
| 0.06% | $407,594 5,643 shares@ $72.24 avg price | New Position |
ANETArista Networks Inc
| 0.03% | $210,670 1,906 shares@ $110.53 avg price | New Position |