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
876
$573 ﹤0.01%
143
877
$556 ﹤0.01%
6
-6
878
$555 ﹤0.01%
3
879
$554 ﹤0.01%
2
880
$551 ﹤0.01%
8
881
$537 ﹤0.01%
12
882
$537 ﹤0.01%
12
883
$534 ﹤0.01%
4
884
$533 ﹤0.01%
16
885
$518 ﹤0.01%
7
886
$506 ﹤0.01%
6
887
$499 ﹤0.01%
3
888
$499 ﹤0.01%
2
889
$498 ﹤0.01%
5
890
$494 ﹤0.01%
2
891
$486 ﹤0.01%
24
892
$486 ﹤0.01%
14
893
$484 ﹤0.01%
7
-16
894
$480 ﹤0.01%
5
895
$477 ﹤0.01%
7
896
$471 ﹤0.01%
2
897
$464 ﹤0.01%
36
898
$459 ﹤0.01%
8
-11
899
$439 ﹤0.01%
3
900
$436 ﹤0.01%
100
34 35
36
37 38