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
926
$333 ﹤0.01%
5
927
$333 ﹤0.01%
2
-1
928
$332 ﹤0.01%
2
929
$332 ﹤0.01%
2
930
$324 ﹤0.01%
5
931
$316 ﹤0.01%
2
932
$314 ﹤0.01%
2
933
$312 ﹤0.01%
6
934
$310 ﹤0.01%
2
935
$309 ﹤0.01%
3
936
$308 ﹤0.01%
3
937
$302 ﹤0.01%
406
938
$300 ﹤0.01%
15
939
$289 ﹤0.01%
8
940
$285 ﹤0.01%
+1
941
$284 ﹤0.01%
2
942
$277 ﹤0.01%
7
943
$274 ﹤0.01%
5
944
$256 ﹤0.01%
8
945
$252 ﹤0.01%
71
946
$245 ﹤0.01%
6
947
$240 ﹤0.01%
7
948
$234 ﹤0.01%
3
949
$232 ﹤0.01%
5
950
$231 ﹤0.01%
25
36 37
38
39 40