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
826
$898 ﹤0.01%
16
827
$883 ﹤0.01%
22
-81
828
$874 ﹤0.01%
18
829
$870 ﹤0.01%
16
830
$869 ﹤0.01%
+3
831
$864 ﹤0.01%
24
832
$862 ﹤0.01%
9
833
$861 ﹤0.01%
23
834
$860 ﹤0.01%
28
-6
835
$860 ﹤0.01%
15
-11
836
$852 ﹤0.01%
7
837
$832 ﹤0.01%
42
838
$825 ﹤0.01%
10
839
$802 ﹤0.01%
6
840
$798 ﹤0.01%
7
841
$759 ﹤0.01%
3
842
$758 ﹤0.01%
8
843
$746 ﹤0.01%
20
844
$746 ﹤0.01%
3
845
$743 ﹤0.01%
7
846
$732 ﹤0.01%
100
847
$729 ﹤0.01%
18
848
$719 ﹤0.01%
19
849
$712 ﹤0.01%
3
850
$711 ﹤0.01%
17
32 33
34
35 36