Kevin Hixson

@Financial Management Professionals, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$791.09M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TFCTruist Finl Corp Recent Activity Increased 12.78%	0.06%	$463,862 10,693 shares@ $43.38 avg price	Increased 12.78%
PLDPrologis Inc. Reit Recent Activity Increased 11.11%	0.06%	$456,941 4,323 shares@ $105.7 avg price	Increased 11.11%
COSTCostco Wholesale Co Recent Activity Increased 0.21%	0.06%	$449,672 491 shares@ $915.83 avg price	Increased 0.21%
SBUXStarbucks Corp Recent Activity Increased 529.89%	0.06%	$444,286 4,869 shares@ $91.25 avg price	Increased 529.89%
ACNAccenture Plc F Class A Recent Activity Increased 10.83%	0.06%	$428,480 1,218 shares@ $351.79 avg price	Increased 10.83%
ACWIIshares Msci Acwi Etf Recent Activity Increased 66.59%	0.06%	$424,763 3,615 shares@ $117.51 avg price	Increased 66.59%
KMBKimberly Clark Corp Recent Activity Increased 12.5%	0.06%	$414,086 3,160 shares@ $131.04 avg price	Increased 12.5%
AGGIshares Core Us Aggregate Bond Etf Recent Activity Increased 4.1%	0.05%	$389,150 4,016 shares@ $96.9 avg price	Increased 4.1%
IBITIshares Bitcoin Etf Iv Recent Activity Increased 0.7%	0.05%	$386,257 7,281 shares@ $53.05 avg price	Increased 0.7%
ORCLOracle Corp Recent Activity Increased 4.87%	0.05%	$384,272 2,306 shares@ $166.65 avg price	Increased 4.87%