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 |
---|---|---|---|
VIOOVanguard S&p Small Cap 600 Etf
| 0.7% | $5.489M 51,765 shares@ $106.05 avg price | Increased 470490.91% |
JPIBJpmorgan Internatinal Bnd Opport Etf
| 0.66% | $5.201M 110,044 shares@ $47.26 avg price | Increased 2.66% |
IYWIshares Us Technology Etf Iv
| 0.56% | $4.367M 27,375 shares@ $159.52 avg price | Increased 0.2% |
IYFIshares Us Financials Etf
| 0.49% | $3.842M 34,745 shares@ $110.58 avg price | Increased 3.68% |
BITUProshares Ultra Bitcoin Etf
| 0.48% | $3.797M 76,830 shares@ $49.43 avg price | Increased 58.41% |
NVDANvidia Corp
| 0.39% | $3.082M 22,950 shares@ $134.29 avg price | Increased 10.93% |
VTIVanguard Total Stock Market Etf
| 0.39% | $3.068M 10,587 shares@ $289.82 avg price | Increased 529250% |
JPMJpmorgan Chase & Co
| 0.34% | $2.649M 11,049 shares@ $239.72 avg price | Increased 3.28% |
MSFTMicrosoft Corp
| 0.32% | $2.465M 5,847 shares@ $421.53 avg price | Increased 1.36% |
SCHBSchwab Us Broad Market Etf
| 0.31% | $2.42M 106,627 shares@ $22.71 avg price | Increased 183.36% |