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
776
$1.33K ﹤0.01%
15
777
$1.32K ﹤0.01%
36
-6
778
$1.32K ﹤0.01%
36
+8
779
$1.32K ﹤0.01%
+100
780
$1.31K ﹤0.01%
45
781
$1.3K ﹤0.01%
47
-4
782
$1.28K ﹤0.01%
13
-8
783
$1.26K ﹤0.01%
16
784
$1.26K ﹤0.01%
10
785
$1.26K ﹤0.01%
9
-15
786
$1.25K ﹤0.01%
14
+2
787
$1.22K ﹤0.01%
21
788
$1.22K ﹤0.01%
23
789
$1.19K ﹤0.01%
12
790
$1.19K ﹤0.01%
3
791
$1.18K ﹤0.01%
+6
792
$1.15K ﹤0.01%
14
793
$1.14K ﹤0.01%
9
-200
794
$1.14K ﹤0.01%
+10
795
$1.13K ﹤0.01%
+77
796
$1.13K ﹤0.01%
17
797
$1.12K ﹤0.01%
56
798
$1.11K ﹤0.01%
3
799
$1.08K ﹤0.01%
33
-2
800
$1.06K ﹤0.01%
3
30 31
32
33 34