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
626
$4.36K ﹤0.01%
69
627
$4.36K ﹤0.01%
14
628
$4.34K ﹤0.01%
47
-1
629
$4.33K ﹤0.01%
181
630
$4.28K ﹤0.01%
24
+5
631
$4.28K ﹤0.01%
91
+53
632
$4.28K ﹤0.01%
+100
633
$4.27K ﹤0.01%
19
+4
634
$4.24K ﹤0.01%
100
635
$4.21K ﹤0.01%
34
+9
636
$4.2K ﹤0.01%
250
637
$4.19K ﹤0.01%
87
-507
638
$4.18K ﹤0.01%
9
-7
639
$4.17K ﹤0.01%
96
+30
640
$4.11K ﹤0.01%
94
+47
641
$4.11K ﹤0.01%
34
+1
642
$4.09K ﹤0.01%
25
643
$4.06K ﹤0.01%
72
+8
644
$4.04K ﹤0.01%
67
-427
645
$4.04K ﹤0.01%
341
646
$4.03K ﹤0.01%
53
-599
647
$4.01K ﹤0.01%
705
+155
648
$3.93K ﹤0.01%
73
649
$3.85K ﹤0.01%
268
+35
650
$3.84K ﹤0.01%
252
+35
24 25
26
27 28