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
401
$21.2K ﹤0.01%
1,336
+29
402
$21K ﹤0.01%
35
403
$21K ﹤0.01%
210
404
$20.7K ﹤0.01%
383
-465
405
$20.5K ﹤0.01%
869
+20
406
$20.1K ﹤0.01%
1,599
+41
407
$20K ﹤0.01%
1,443
+41
408
$19.9K ﹤0.01%
1,000
409
$19.7K ﹤0.01%
1,347
+32
410
$19.6K ﹤0.01%
368
-3
411
$19.5K ﹤0.01%
323
+84
412
$19.4K ﹤0.01%
83
+3
413
$19.4K ﹤0.01%
1,251
+75
414
$19.2K ﹤0.01%
1,223
-483
415
$18.8K ﹤0.01%
67
+23
416
$18.8K ﹤0.01%
619
+138
417
$18.8K ﹤0.01%
716
418
$18.7K ﹤0.01%
+2,123
419
$18.6K ﹤0.01%
381
-131,616
420
$18.6K ﹤0.01%
350
+110
421
$18.5K ﹤0.01%
1,277
422
$18.5K ﹤0.01%
702
+2
423
$18.5K ﹤0.01%
120
424
$18.3K ﹤0.01%
234
+84
425
$17.8K ﹤0.01%
392
-97
15 16
17
18 19