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
651
$3.81K ﹤0.01%
189
-238
652
$3.81K ﹤0.01%
32
653
$3.78K ﹤0.01%
38
654
$3.76K ﹤0.01%
20
655
$3.75K ﹤0.01%
61
-17
656
$3.75K ﹤0.01%
100
657
$3.73K ﹤0.01%
20
658
$3.68K ﹤0.01%
136
+15
659
$3.67K ﹤0.01%
262
+27
660
$3.64K ﹤0.01%
422
+55
661
$3.64K ﹤0.01%
557
+89
662
$3.6K ﹤0.01%
+11
663
$3.6K ﹤0.01%
400
664
$3.53K ﹤0.01%
222
665
$3.52K ﹤0.01%
165
+79
666
$3.46K ﹤0.01%
445
667
$3.46K ﹤0.01%
31
+13
668
$3.43K ﹤0.01%
+100
669
$3.4K ﹤0.01%
10
670
$3.36K ﹤0.01%
142
-20
671
$3.36K ﹤0.01%
27
-4
672
$3.32K ﹤0.01%
10
673
$3.31K ﹤0.01%
681
674
$3.26K ﹤0.01%
9
-3
675
$3.24K ﹤0.01%
400
25 26
27
28 29