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
901
$429 ﹤0.01%
3
902
$423 ﹤0.01%
4
903
$423 ﹤0.01%
4
904
$420 ﹤0.01%
1
-5
905
$419 ﹤0.01%
8
906
$414 ﹤0.01%
4
907
$414 ﹤0.01%
3
-10
908
$413 ﹤0.01%
3
909
$401 ﹤0.01%
+5
910
$397 ﹤0.01%
8
911
$395 ﹤0.01%
14
912
$395 ﹤0.01%
32
913
$393 ﹤0.01%
16
-360
914
$393 ﹤0.01%
8
915
$391 ﹤0.01%
5
916
$388 ﹤0.01%
6
917
$375 ﹤0.01%
4
918
$375 ﹤0.01%
2
919
$366 ﹤0.01%
14
920
$351 ﹤0.01%
6
921
$350 ﹤0.01%
5
922
$347 ﹤0.01%
2
923
$340 ﹤0.01%
4
924
$339 ﹤0.01%
2
925
$337 ﹤0.01%
16
35 36
37
38 39