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 |
---|---|---|---|
GSLCGoldman Sachs Actvbeta Us Lrg Etf
| 11.5% | $90.948M 789,615 shares@ $115.19 avg price | Increased 1.83% |
SCHGSchwab Us Large Cap Growth Etf
| 6.47% | $51.141M 1.835M shares@ $27.87 avg price | Increased 305.3% |
JHMMJohn Hancock Multifctr Mid Cp Etf
| 6.02% | $47.605M 796,999 shares@ $59.73 avg price | Increased 2.09% |
DFAIDimensional Intern Core Eqt Mkt Etf
| 5.59% | $44.148M 1.512M shares@ $29.2 avg price | Increased 6.83% |
GSIEGoldman Sachs Actvbt International Equity Etf
| 5.12% | $40.455M 1.213M shares@ $33.34 avg price | Increased 4.89% |
BNDVanguard Total Bond Market Etf
| 4.6% | $36.376M 505,855 shares@ $71.91 avg price | Increased 21.72% |
IWBIshares Russell 1000 Etf Iv
| 4.4% | $34.783M 107,969 shares@ $322.17 avg price | Increased 2.24% |
SMLFIshares Msci Usa Multifct Etf
| 4.11% | $32.462M 480,917 shares@ $67.5 avg price | Increased 1.63% |
VOOVanguard S&p 500 Etf
| 3.87% | $30.583M 56,760 shares@ $538.82 avg price | Increased 3.26% |
VTVVanguard Value Etf
| 2.81% | $22.216M 131,222 shares@ $169.3 avg price | Increased 2.46% |