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
726
$2.1K ﹤0.01%
+123
727
$2.09K ﹤0.01%
17
728
$2.08K ﹤0.01%
26
729
$2.06K ﹤0.01%
18
-6
730
$2.05K ﹤0.01%
10
731
$2.05K ﹤0.01%
100
732
$2.04K ﹤0.01%
37
-26
733
$2.01K ﹤0.01%
34
734
$1.99K ﹤0.01%
+120
735
$1.96K ﹤0.01%
23
+4
736
$1.93K ﹤0.01%
11
737
$1.91K ﹤0.01%
16
+3
738
$1.89K ﹤0.01%
7
739
$1.88K ﹤0.01%
25
740
$1.87K ﹤0.01%
925
741
$1.86K ﹤0.01%
17
+5
742
$1.78K ﹤0.01%
+600
743
$1.78K ﹤0.01%
20
744
$1.77K ﹤0.01%
13
745
$1.75K ﹤0.01%
10
746
$1.75K ﹤0.01%
16
747
$1.71K ﹤0.01%
3
748
$1.71K ﹤0.01%
29
749
$1.71K ﹤0.01%
150
750
$1.66K ﹤0.01%
50
28 29
30
31 32