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
251
$56K 0.01%
1,039
-24
252
$55.9K 0.01%
335
-16
253
$54.8K 0.01%
1,991
254
$54.7K 0.01%
593
255
$54.5K 0.01%
404
256
$54.4K 0.01%
774
+30
257
$54K 0.01%
+4,605
258
$54K 0.01%
254
259
$53.6K 0.01%
5,401
260
$53.1K 0.01%
522
261
$52.6K 0.01%
3,631
262
$52.4K 0.01%
846
263
$52.2K 0.01%
1,150
264
$52.2K 0.01%
3,123
-26
265
$52K 0.01%
1,225
+98
266
$51.4K 0.01%
+2,629
267
$51.3K 0.01%
426
+90
268
$50.9K 0.01%
2,653
-22
269
$50.4K 0.01%
545
270
$50.3K 0.01%
7,554
-39
271
$50.2K 0.01%
1,000
272
$49.8K 0.01%
1,481
+98
273
$49.7K 0.01%
202
+103
274
$49.6K 0.01%
3,732
275
$49.2K 0.01%
164
-74
9 10
11
12 13