FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.4M
3
+$6.69M
4
BND icon
Vanguard Total Bond Market
BND
+$6.49M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.49M

Top Sells

1
+$18M
2
+$12.8M
3
+$8.66M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.29M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.1M

Sector Composition

1 Technology 2.84%
2 Financials 1.84%
3 Energy 0.98%
4 Healthcare 0.97%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71.2K 0.01%
1,968
-987
227
$70.2K 0.01%
3,536
-23
228
$70.2K 0.01%
700
229
$70K 0.01%
1,358
230
$69.5K 0.01%
1,928
231
$69K 0.01%
802
+96
232
$68.1K 0.01%
2,506
-19
233
$67.5K 0.01%
5,021
+2,714
234
$66.5K 0.01%
387
-2
235
$66.2K 0.01%
192
-1
236
$64.8K 0.01%
624
-3
237
$63.1K 0.01%
3,029
-20
238
$62.9K 0.01%
2,049
-13
239
$62.7K 0.01%
2,278
-13
240
$61.6K 0.01%
98
+2
241
$61K 0.01%
291
-236
242
$60.7K 0.01%
312
+48
243
$60.2K 0.01%
1,580
-2,598
244
$60K 0.01%
3,440
245
$59.7K 0.01%
2,821
-54
246
$59.5K 0.01%
198
+5
247
$59.1K 0.01%
2,446
-1,322
248
$58.3K 0.01%
1,458
+83
249
$57.8K 0.01%
262
-6
250
$57.8K 0.01%
4,087
8 9
10
11 12