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
851
$711 ﹤0.01%
5
852
$708 ﹤0.01%
13
853
$703 ﹤0.01%
22
-66
854
$696 ﹤0.01%
4
855
$695 ﹤0.01%
41
856
$690 ﹤0.01%
3
857
$673 ﹤0.01%
65
858
$656 ﹤0.01%
6
859
$651 ﹤0.01%
25
860
$646 ﹤0.01%
7
861
$628 ﹤0.01%
4
862
$625 ﹤0.01%
12
863
$620 ﹤0.01%
24
864
$615 ﹤0.01%
12
865
$609 ﹤0.01%
1
866
$607 ﹤0.01%
4
867
$605 ﹤0.01%
31
868
$595 ﹤0.01%
16
869
$594 ﹤0.01%
+1
870
$586 ﹤0.01%
5
871
$581 ﹤0.01%
11
872
$580 ﹤0.01%
8
873
$577 ﹤0.01%
41
874
$576 ﹤0.01%
16
-1
875
$576 ﹤0.01%
13
33 34
35
36 37