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
301
$40.6K 0.01%
857
-16
302
$40.5K 0.01%
1,000
-108
303
$39.8K 0.01%
316
-2
304
$39.8K 0.01%
804
+2
305
$39.2K 0.01%
459
+22
306
$38.2K ﹤0.01%
115
-3
307
$38.1K ﹤0.01%
581
-95
308
$37.9K ﹤0.01%
696
-510
309
$37.9K ﹤0.01%
1,282
+836
310
$37.8K ﹤0.01%
120
+1
311
$37.5K ﹤0.01%
824
312
$37.4K ﹤0.01%
75
-13
313
$36.5K ﹤0.01%
649
-229
314
$36.3K ﹤0.01%
480
-4
315
$35.5K ﹤0.01%
1,564
316
$35.2K ﹤0.01%
450
+102
317
$35K ﹤0.01%
463
318
$34.7K ﹤0.01%
264
+7
319
$34.5K ﹤0.01%
105
-4
320
$34.5K ﹤0.01%
400
321
$34.3K ﹤0.01%
81
+17
322
$34K ﹤0.01%
831
+3
323
$34K ﹤0.01%
349
-80
324
$33.8K ﹤0.01%
446
325
$33.6K ﹤0.01%
477
+6
11 12
13
14 15