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
426
$17.8K ﹤0.01%
96
427
$17.6K ﹤0.01%
1,503
-1,276
428
$17.5K ﹤0.01%
91
-14
429
$17.4K ﹤0.01%
151
430
$17.2K ﹤0.01%
82
+2
431
$17.2K ﹤0.01%
135
+2
432
$17.2K ﹤0.01%
1,619
433
$17.1K ﹤0.01%
447
+57
434
$17K ﹤0.01%
114
-55
435
$17K ﹤0.01%
201
+13
436
$17K ﹤0.01%
222
+23
437
$16.8K ﹤0.01%
173
-33
438
$16.7K ﹤0.01%
144
439
$16.3K ﹤0.01%
202
440
$16.2K ﹤0.01%
85
-29
441
$16.1K ﹤0.01%
+181
442
$16.1K ﹤0.01%
91
+20
443
$15.9K ﹤0.01%
292
-308
444
$15.8K ﹤0.01%
89
445
$15.7K ﹤0.01%
65
-8
446
$15.6K ﹤0.01%
96
+13
447
$15.6K ﹤0.01%
490
+35
448
$15.4K ﹤0.01%
43
+6
449
$15.2K ﹤0.01%
346
-79,888
450
$15.2K ﹤0.01%
315
16 17
18
19 20