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
601
$5.65K ﹤0.01%
25
602
$5.63K ﹤0.01%
100
603
$5.57K ﹤0.01%
97
+14
604
$5.46K ﹤0.01%
+260
605
$5.35K ﹤0.01%
72
606
$5.33K ﹤0.01%
9
607
$5.29K ﹤0.01%
70
608
$5.26K ﹤0.01%
86
609
$5.19K ﹤0.01%
200
610
$5.17K ﹤0.01%
30
+7
611
$5.15K ﹤0.01%
72
+25
612
$5.12K ﹤0.01%
+111
613
$5.03K ﹤0.01%
158
+82
614
$5K ﹤0.01%
54
615
$4.96K ﹤0.01%
83
-133
616
$4.79K ﹤0.01%
197
617
$4.77K ﹤0.01%
47
-144
618
$4.74K ﹤0.01%
25
619
$4.71K ﹤0.01%
36
+6
620
$4.61K ﹤0.01%
32
-20
621
$4.59K ﹤0.01%
22
-4
622
$4.52K ﹤0.01%
215
623
$4.46K ﹤0.01%
+27
624
$4.41K ﹤0.01%
7
-9
625
$4.4K ﹤0.01%
52
23 24
25
26 27