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
26
$6.25M 0.79%
10,613
+118
27
$5.68M 0.72%
22,691
-377
28
$5.49M 0.69%
51,765
+51,754
29
$5.39M 0.68%
+120,015
30
$5.2M 0.66%
110,044
+2,851
31
$4.37M 0.55%
27,375
+53
32
$4.12M 0.52%
26,825
-380
33
$3.84M 0.49%
34,745
+1,232
34
$3.8M 0.48%
76,830
+28,329
35
$3.08M 0.39%
22,950
+2,261
36
$3.07M 0.39%
10,587
+10,585
37
$2.91M 0.37%
27,097
-225
38
$2.71M 0.34%
+67,181
39
$2.68M 0.34%
43,128
-112
40
$2.65M 0.33%
11,049
+350
41
$2.65M 0.33%
63,920
-17,209
42
$2.54M 0.32%
89,900
-10,023
43
$2.46M 0.31%
5,847
+78
44
$2.43M 0.31%
+22,585
45
$2.42M 0.31%
106,627
-6,263
46
$1.98M 0.25%
9,030
+113
47
$1.74M 0.22%
23,464
-11,015
48
$1.61M 0.2%
3,998
-498
49
$1.55M 0.2%
6,678
+507
50
$1.53M 0.19%
18,759
+332
1
2
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