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
701
$2.56K ﹤0.01%
88
702
$2.55K ﹤0.01%
480
703
$2.55K ﹤0.01%
23
704
$2.53K ﹤0.01%
+100
705
$2.49K ﹤0.01%
61
706
$2.45K ﹤0.01%
49
-5
707
$2.44K ﹤0.01%
9
-1
708
$2.42K ﹤0.01%
9
709
$2.41K ﹤0.01%
81
-5
710
$2.4K ﹤0.01%
27
711
$2.4K ﹤0.01%
112
712
$2.34K ﹤0.01%
13
+3
713
$2.3K ﹤0.01%
+23
714
$2.3K ﹤0.01%
35
715
$2.27K ﹤0.01%
37
-75
716
$2.27K ﹤0.01%
18
717
$2.26K ﹤0.01%
166
718
$2.23K ﹤0.01%
70
-70
719
$2.23K ﹤0.01%
488
-29
720
$2.22K ﹤0.01%
42
721
$2.19K ﹤0.01%
53
722
$2.14K ﹤0.01%
29
723
$2.12K ﹤0.01%
82
724
$2.12K ﹤0.01%
29
725
$2.1K ﹤0.01%
37
27 28
29
30 31