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
51
$1.34M 0.17%
6,446
-16
52
$1.3M 0.16%
13,199
-3,550
53
$1.28M 0.16%
15,600
+2,260
54
$1.22M 0.15%
2,691
+46
55
$1.22M 0.15%
47,562
+466
56
$1.17M 0.15%
+8,488
57
$1.15M 0.15%
1,959
-73
58
$1.12M 0.14%
2,207
+91
59
$1.1M 0.14%
+28,474
60
$1.09M 0.14%
7,514
+1,076
61
$1.07M 0.14%
10,223
+2,127
62
$1.04M 0.13%
8,259
+673
63
$1.01M 0.13%
8,760
+2,103
64
$999K 0.13%
7,899
+2,128
65
$980K 0.12%
5,516
+438
66
$954K 0.12%
9,506
-50
67
$949K 0.12%
5,063
+372
68
$931K 0.12%
8,451
+2,800
69
$924K 0.12%
1,770
-49
70
$893K 0.11%
2,296
+175
71
$873K 0.11%
4,613
+58
72
$790K 0.1%
1,023
-16
73
$735K 0.09%
3,860
+91
74
$720K 0.09%
2,117
+5
75
$719K 0.09%
1,479
+115
1 2
3
4 5