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
376
$24K ﹤0.01%
167
+1
377
$23.7K ﹤0.01%
4,591
378
$23.6K ﹤0.01%
581
+2
379
$23.5K ﹤0.01%
402
-6
380
$23.4K ﹤0.01%
1,724
+47
381
$23.4K ﹤0.01%
300
382
$23.4K ﹤0.01%
128
383
$23.1K ﹤0.01%
2,828
384
$23K ﹤0.01%
1,892
+47
385
$22.8K ﹤0.01%
102
+13
386
$22.7K ﹤0.01%
402
+18
387
$22.6K ﹤0.01%
24
+1
388
$22.5K ﹤0.01%
371
389
$22.5K ﹤0.01%
+423
390
$22.4K ﹤0.01%
7
391
$22.3K ﹤0.01%
263
-46
392
$22.1K ﹤0.01%
60
-16
393
$22.1K ﹤0.01%
446
+151
394
$21.8K ﹤0.01%
420
395
$21.8K ﹤0.01%
667
396
$21.7K ﹤0.01%
450
+9
397
$21.5K ﹤0.01%
17
398
$21.5K ﹤0.01%
528
399
$21.5K ﹤0.01%
132
+1
400
$21.2K ﹤0.01%
+3,103
14 15
16
17 18