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
751
$1.64K ﹤0.01%
29
752
$1.63K ﹤0.01%
27
753
$1.62K ﹤0.01%
4
754
$1.6K ﹤0.01%
124
755
$1.59K ﹤0.01%
40
756
$1.59K ﹤0.01%
21
-9
757
$1.57K ﹤0.01%
11
-17
758
$1.56K ﹤0.01%
+37
759
$1.55K ﹤0.01%
18
760
$1.53K ﹤0.01%
33
+2
761
$1.51K ﹤0.01%
15
762
$1.5K ﹤0.01%
+20
763
$1.47K ﹤0.01%
29
-4
764
$1.46K ﹤0.01%
16
+4
765
$1.46K ﹤0.01%
27
766
$1.45K ﹤0.01%
34
767
$1.43K ﹤0.01%
14
768
$1.43K ﹤0.01%
44
-43
769
$1.43K ﹤0.01%
20
770
$1.42K ﹤0.01%
3
771
$1.41K ﹤0.01%
32
772
$1.41K ﹤0.01%
4
773
$1.36K ﹤0.01%
143
774
$1.35K ﹤0.01%
48
-147
775
$1.35K ﹤0.01%
39
+5
29 30
31
32 33