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 |
---|---|---|---|
NXPINxp Semiconductors F
| 0.17% | $1.34M 6,446 shares@ $207.85 avg price | Decreased -0.24% |
PEZInvesco Dorsey Wrgt Cnsmr Cycls Etf
| 0.17% | $1.303M 13,199 shares@ $98.75 avg price | Decreased -21.19% |
SHYIshares 1-3 Year Treasry Bond Etf
| 0.17% | $1.279M 15,600 shares@ $81.98 avg price | Increased 16.95% |
BRK.BBerkshire Hathaway Class B
| 0.16% | $1.22M 2,691 shares@ $453.28 avg price | Increased 1.74% |
HYMBSpdr Nuveen S&p High Yield Muni Bd Etf
| 0.16% | $1.217M 47,562 shares@ $25.59 avg price | Increased 0.99% |
KCESpdr S&p Capital Markets Etf
| 0.15% | $1.169M 8,488 shares@ $137.71 avg price | New Position |
METAMeta Platforms Inc Class A
| 0.15% | $1.147M 1,959 shares@ $585.51 avg price | Decreased -3.59% |
UNHUnitedhealth Grp Inc
| 0.15% | $1.116M 2,207 shares@ $505.86 avg price | Increased 4.31% |
PUIPowershares Dwa Utilities
| 0.14% | $1.102M 28,474 shares@ $38.69 avg price | New Position |
CVXChevron Corp
| 0.14% | $1.088M 7,514 shares@ $144.85 avg price | Increased 16.72% |