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
526
$9.01K ﹤0.01%
338
-37
527
$8.96K ﹤0.01%
96
528
$8.84K ﹤0.01%
45
-47
529
$8.84K ﹤0.01%
98
+2
530
$8.7K ﹤0.01%
71
+4
531
$8.55K ﹤0.01%
180
532
$8.47K ﹤0.01%
144
+43
533
$8.45K ﹤0.01%
12
+6
534
$8.45K ﹤0.01%
63
+3
535
$8.4K ﹤0.01%
75
+9
536
$8.37K ﹤0.01%
124
537
$8.3K ﹤0.01%
55
+5
538
$8.29K ﹤0.01%
77
539
$8.29K ﹤0.01%
71
540
$8.22K ﹤0.01%
490
541
$8.21K ﹤0.01%
409
+4
542
$8.18K ﹤0.01%
1
543
$8.09K ﹤0.01%
52
+3
544
$8.07K ﹤0.01%
14
+5
545
$7.96K ﹤0.01%
4
546
$7.9K ﹤0.01%
34
+4
547
$7.89K ﹤0.01%
430
+30
548
$7.67K ﹤0.01%
86
+8
549
$7.61K ﹤0.01%
575
+510
550
$7.59K ﹤0.01%
73
+8
20 21
22
23 24