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
451
$15.2K ﹤0.01%
71
452
$15.2K ﹤0.01%
88
+9
453
$15K ﹤0.01%
64
-4
454
$15K ﹤0.01%
400
455
$14.9K ﹤0.01%
1,000
456
$14.8K ﹤0.01%
307
457
$14.8K ﹤0.01%
259
458
$14.8K ﹤0.01%
+175
459
$14.6K ﹤0.01%
66
+5
460
$14.6K ﹤0.01%
29
461
$14.5K ﹤0.01%
55
+33
462
$14.4K ﹤0.01%
42
+5
463
$14.1K ﹤0.01%
72
-8
464
$14.1K ﹤0.01%
62
+17
465
$14K ﹤0.01%
155
466
$14K ﹤0.01%
165
467
$14K ﹤0.01%
30
468
$13.9K ﹤0.01%
215
+115
469
$13.8K ﹤0.01%
41
-1
470
$13.8K ﹤0.01%
152
-4
471
$13.6K ﹤0.01%
48
-18
472
$13.6K ﹤0.01%
101
473
$13.3K ﹤0.01%
485
+126
474
$12.9K ﹤0.01%
127
475
$12.9K ﹤0.01%
123
17 18
19
20 21