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 |
---|---|---|---|
VTVVanguard Value Etf
| 2.81% | $22.216M 131,222 shares@ $169.3 avg price | Increased 2.46% |
HYSPimco 0-5 Year High Yld Bnd Idx Etf
| 2.56% | $20.189M 215,509 shares@ $93.68 avg price | Increased 3.42% |
BILSpdr Bloomberg Barclays 1-3 Month T-bill Etf
| 2.55% | $20.154M 220,435 shares@ $91.44 avg price | Increased 8668.3% |
FDHYFidelity High Yield Factor Etf
| 2.52% | $19.872M 411,846 shares@ $48.26 avg price | Increased 4.32% |
SCHXSchwab Us Large Cap Etf
| 2.41% | $19.042M 821,463 shares@ $23.19 avg price | Increased 106.23% |
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% |
SCHFSchwab International Equity Etf
| 1.76% | $13.848M 748,544 shares@ $18.5 avg price | Increased 94.46% |
JPIEJpmorgan Income Etf
| 1.14% | $9.001M 197,302 shares@ $45.62 avg price | Decreased -2.6% |
SPYGSpdr S&p 500 Growth Etf
| 1.06% | $8.31M 94,538 shares@ $87.91 avg price | Increased 2.9% |