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
476
$12.9K ﹤0.01%
354
+17
477
$12.8K ﹤0.01%
416
+60
478
$12.7K ﹤0.01%
96
-13
479
$12.7K ﹤0.01%
410
+150
480
$12.6K ﹤0.01%
220
+188
481
$12.6K ﹤0.01%
61
482
$12.5K ﹤0.01%
94
+6
483
$12.5K ﹤0.01%
200
-111,159
484
$12.4K ﹤0.01%
1,176
485
$12.4K ﹤0.01%
92
+22
486
$12.4K ﹤0.01%
82
-15
487
$12.4K ﹤0.01%
633
488
$12.2K ﹤0.01%
10
+2
489
$12.2K ﹤0.01%
136
+7
490
$12.1K ﹤0.01%
296
-2
491
$12K ﹤0.01%
1,239
+207
492
$11.9K ﹤0.01%
129
493
$11.9K ﹤0.01%
28
-3
494
$11.7K ﹤0.01%
1,005
+24
495
$11.6K ﹤0.01%
67
+19
496
$11.6K ﹤0.01%
500
497
$11.4K ﹤0.01%
168
+1
498
$11.2K ﹤0.01%
29
499
$11.2K ﹤0.01%
85
+3
500
$11.1K ﹤0.01%
39
-8
18 19
20
21 22