Financial Management Professionals, Inc.
•CIK: 1568132•Filing: Q4 2025
**Financial Management Professionals, Inc.** manages $970M across a diversified portfolio of 965 holdings. The fund exhibits significant concentration in technology and growth sectors, highlighted by the top positions in GSLC ($109.9M) and DFAI ($63.4M). Notable allocations also include broad market exposure via SCHG ($59.8M) and SCHX ($59.2M), alongside substantial fixed income and sector bets such as BND ($38.1M). This positioning suggests a tactical blend of high-conviction growth plays and core market ballast.
Total AUM
$969.6M
QoQ Performance
+0.9%
Positions
965
Top 10 Concentration
59.1%
Latest Filing
Q4 2025
Top Holdings Allocation
GSLC
DFAI
SCHG
SCHX
JHMM
GSIE
GSLC11.3%
DFAI6.5%
SCHG6.2%
SCHX6.1%
JHMM6.0%
GSIE5.9%
IWB4.5%
VOO4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.9%
ETF5.4%
Technology3.0%
Financial0.9%
Consumer0.9%
Healthcare0.7%
Energy0.5%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+744 more exited positions
Changes from Q3 2025
NEW3 new positions
↑91 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023