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
276
$48.8K 0.01%
2,500
277
$48.5K 0.01%
1,058
-526
278
$48.5K 0.01%
109
-29
279
$48.4K 0.01%
414
-367
280
$48.3K 0.01%
825
281
$47.8K 0.01%
502
282
$47.2K 0.01%
1,391
+16
283
$46.9K 0.01%
1,551
-11
284
$46.7K 0.01%
184
-31
285
$46.6K 0.01%
1,773
286
$46.6K 0.01%
844
-6
287
$46.3K 0.01%
2,709
-17
288
$46K 0.01%
426
289
$44.9K 0.01%
791
-55
290
$44K 0.01%
1,172
291
$43.3K 0.01%
148
+26
292
$43K 0.01%
200
293
$43K 0.01%
404
-37
294
$42.9K 0.01%
1,500
295
$42.7K 0.01%
540
296
$42.2K 0.01%
854
+37
297
$41.7K 0.01%
186
298
$41.6K 0.01%
382
299
$41.1K 0.01%
543
+343
300
$40.8K 0.01%
2,706
+1,000
10 11
12
13 14