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
501
$11K ﹤0.01%
110
+10
502
$10.8K ﹤0.01%
58
503
$10.7K ﹤0.01%
72
+3
504
$10.4K ﹤0.01%
194
+71
505
$10.4K ﹤0.01%
134
+11
506
$10.3K ﹤0.01%
74
+1
507
$10.3K ﹤0.01%
200
508
$10.2K ﹤0.01%
375
509
$10.2K ﹤0.01%
821
+40
510
$10.1K ﹤0.01%
57
+17
511
$10.1K ﹤0.01%
666
512
$10.1K ﹤0.01%
154
513
$9.88K ﹤0.01%
33
514
$9.85K ﹤0.01%
105
+5
515
$9.73K ﹤0.01%
47
516
$9.71K ﹤0.01%
113
517
$9.7K ﹤0.01%
414
518
$9.68K ﹤0.01%
39
-120
519
$9.65K ﹤0.01%
139
+11
520
$9.57K ﹤0.01%
168
+24
521
$9.34K ﹤0.01%
79
+34
522
$9.18K ﹤0.01%
40
+3
523
$9.16K ﹤0.01%
141
524
$9.13K ﹤0.01%
113
525
$9.08K ﹤0.01%
262
+109
19 20
21
22 23