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
576
$6.62K ﹤0.01%
36
-22
577
$6.58K ﹤0.01%
21
578
$6.5K ﹤0.01%
17
579
$6.39K ﹤0.01%
80
580
$6.36K ﹤0.01%
34
581
$6.34K ﹤0.01%
55
-44
582
$6.24K ﹤0.01%
139
-47
583
$6.18K ﹤0.01%
109
-20
584
$6.18K ﹤0.01%
116
-89
585
$6.16K ﹤0.01%
28
586
$6.14K ﹤0.01%
18
587
$6.06K ﹤0.01%
39
+7
588
$5.99K ﹤0.01%
94
+7
589
$5.98K ﹤0.01%
40
-4
590
$5.94K ﹤0.01%
69
591
$5.88K ﹤0.01%
76
592
$5.88K ﹤0.01%
73
593
$5.87K ﹤0.01%
109
+6
594
$5.8K ﹤0.01%
113
+28
595
$5.72K ﹤0.01%
152
+45
596
$5.68K ﹤0.01%
840
597
$5.67K ﹤0.01%
90
+53
598
$5.66K ﹤0.01%
83
599
$5.66K ﹤0.01%
22
+2
600
$5.66K ﹤0.01%
+194
22 23
24
25 26