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
351
$28.4K ﹤0.01%
672
352
$28.3K ﹤0.01%
317
+25
353
$27.7K ﹤0.01%
52
+1
354
$27.4K ﹤0.01%
113
355
$27.2K ﹤0.01%
1,831
356
$27.2K ﹤0.01%
352
357
$27.2K ﹤0.01%
16
358
$27.1K ﹤0.01%
169
+8
359
$27.1K ﹤0.01%
99
+1
360
$27K ﹤0.01%
57
361
$26.9K ﹤0.01%
352
362
$26.7K ﹤0.01%
464
+9
363
$26.2K ﹤0.01%
94
364
$26K ﹤0.01%
159
-12
365
$25.9K ﹤0.01%
108
366
$25.8K ﹤0.01%
100
367
$25.4K ﹤0.01%
502
368
$25.2K ﹤0.01%
2,349
+42
369
$25K ﹤0.01%
495
370
$24.9K ﹤0.01%
35
-1
371
$24.8K ﹤0.01%
+118
372
$24.4K ﹤0.01%
1,341
+27
373
$24.1K ﹤0.01%
798
374
$24.1K ﹤0.01%
1,002
+18
375
$24K ﹤0.01%
2,131
+52
13 14
15
16 17