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
326
$33.6K ﹤0.01%
1,764
327
$33.4K ﹤0.01%
396
+19
328
$33.2K ﹤0.01%
1,406
-29
329
$32.5K ﹤0.01%
+147
330
$32.2K ﹤0.01%
964
-6
331
$32.2K ﹤0.01%
438
332
$31.6K ﹤0.01%
329
333
$31.5K ﹤0.01%
375
334
$31K ﹤0.01%
1,108
335
$31K ﹤0.01%
419
336
$30.5K ﹤0.01%
1,430
337
$30.2K ﹤0.01%
269
-40
338
$30.1K ﹤0.01%
102
-18
339
$30.1K ﹤0.01%
381
340
$29.9K ﹤0.01%
572
+38
341
$29.8K ﹤0.01%
6
-1
342
$29.4K ﹤0.01%
73
+3
343
$29.3K ﹤0.01%
224
344
$29.3K ﹤0.01%
1,012
345
$29.2K ﹤0.01%
1,022
346
$29.1K ﹤0.01%
144
347
$29K ﹤0.01%
676
+4
348
$28.9K ﹤0.01%
1,321
+28
349
$28.8K ﹤0.01%
778
350
$28.6K ﹤0.01%
1,345
+325
12 13
14
15 16