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
551
$7.52K ﹤0.01%
234
-2
552
$7.48K ﹤0.01%
427
+110
553
$7.38K ﹤0.01%
43
+40
554
$7.32K ﹤0.01%
35
555
$7.29K ﹤0.01%
16
556
$7.2K ﹤0.01%
137
+19
557
$7.17K ﹤0.01%
99
-114
558
$7.13K ﹤0.01%
88
559
$7.1K ﹤0.01%
262
560
$7.1K ﹤0.01%
217
561
$7.05K ﹤0.01%
19
562
$7.04K ﹤0.01%
108
-96
563
$7.03K ﹤0.01%
169
+31
564
$7K ﹤0.01%
235
565
$6.99K ﹤0.01%
76
566
$6.96K ﹤0.01%
53
-21
567
$6.93K ﹤0.01%
425
568
$6.87K ﹤0.01%
+700
569
$6.83K ﹤0.01%
66
-139
570
$6.78K ﹤0.01%
33
571
$6.76K ﹤0.01%
2,725
572
$6.75K ﹤0.01%
36
+2
573
$6.75K ﹤0.01%
682
+11
574
$6.66K ﹤0.01%
197
+176
575
$6.65K ﹤0.01%
285
21 22
23
24 25