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
676
$3.15K ﹤0.01%
14
-33
677
$3.14K ﹤0.01%
108
678
$3.09K ﹤0.01%
140
+8
679
$3.06K ﹤0.01%
98
680
$3.02K ﹤0.01%
+50
681
$3K ﹤0.01%
39
-38
682
$2.96K ﹤0.01%
125
683
$2.9K ﹤0.01%
25
684
$2.89K ﹤0.01%
7
-2
685
$2.86K ﹤0.01%
63
686
$2.85K ﹤0.01%
24
+7
687
$2.84K ﹤0.01%
101
688
$2.82K ﹤0.01%
100
689
$2.82K ﹤0.01%
14
-43
690
$2.78K ﹤0.01%
29
691
$2.76K ﹤0.01%
15
692
$2.76K ﹤0.01%
52
+12
693
$2.73K ﹤0.01%
16
694
$2.68K ﹤0.01%
100
695
$2.67K ﹤0.01%
110
+2
696
$2.65K ﹤0.01%
5
697
$2.64K ﹤0.01%
+100
698
$2.61K ﹤0.01%
6
699
$2.6K ﹤0.01%
36
-10
700
$2.6K ﹤0.01%
200
26 27
28
29 30