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
801
$1.05K ﹤0.01%
33
-5
802
$1.04K ﹤0.01%
9
+2
803
$1.03K ﹤0.01%
+10
804
$1.02K ﹤0.01%
30
-9
805
$996 ﹤0.01%
29
806
$992 ﹤0.01%
32
-32
807
$983 ﹤0.01%
16
808
$981 ﹤0.01%
28
809
$974 ﹤0.01%
4
810
$972 ﹤0.01%
+31
811
$971 ﹤0.01%
10
812
$969 ﹤0.01%
36
813
$968 ﹤0.01%
26
-32
814
$961 ﹤0.01%
+14
815
$947 ﹤0.01%
34
816
$945 ﹤0.01%
10
817
$943 ﹤0.01%
22
818
$941 ﹤0.01%
12
819
$930 ﹤0.01%
11
-1
820
$915 ﹤0.01%
4
821
$915 ﹤0.01%
23
822
$908 ﹤0.01%
10
823
$908 ﹤0.01%
242
824
$907 ﹤0.01%
9
825
$902 ﹤0.01%
5
31 32
33
34 35