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 |
---|---|---|---|
PPAInvesco Aerospace & Defense Etf
| 0.13% | $1.005M 8,760 shares@ $114.74 avg price | Increased 31.6% |
IAKIshares Us Insurance Etf
| 0.13% | $998,987 7,899 shares@ $126.48 avg price | Increased 36.88% |
ABBVAbbvie Inc
| 0.13% | $980,106 5,516 shares@ $177.69 avg price | Increased 8.63% |
TXNTexas Instruments
| 0.13% | $949,363 5,063 shares@ $187.51 avg price | Increased 7.94% |
SHVIshares Short Treasury Bond Etf
| 0.12% | $930,540 8,451 shares@ $110.12 avg price | Increased 49.55% |
HDHome Depot Inc
| 0.12% | $893,121 2,296 shares@ $388.99 avg price | Increased 8.26% |
GOOGLAlphabet Inc. Class A
| 0.12% | $873,241 4,613 shares@ $189.31 avg price | Increased 1.28% |
GOOGAlphabet Inc. Class C
| 0.1% | $735,098 3,860 shares@ $190.44 avg price | Increased 2.42% |
SHWSherwin Williams Co
| 0.1% | $719,632 2,117 shares@ $339.94 avg price | Increased 0.24% |
LMTLockheed Martin Corp
| 0.1% | $718,616 1,479 shares@ $485.88 avg price | Increased 8.44% |