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
951
$229 ﹤0.01%
1
-11
952
$229 ﹤0.01%
2
953
$218 ﹤0.01%
200
954
$198 ﹤0.01%
3
955
$194 ﹤0.01%
13
-13
956
$185 ﹤0.01%
1
-5
957
$183 ﹤0.01%
5
958
$180 ﹤0.01%
+2
959
$177 ﹤0.01%
40
960
$175 ﹤0.01%
3
-2
961
$170 ﹤0.01%
5
-3
962
$156 ﹤0.01%
10
963
$152 ﹤0.01%
11
964
$151 ﹤0.01%
+1
965
$147 ﹤0.01%
3
966
$116 ﹤0.01%
1
-28
967
$111 ﹤0.01%
1
968
$109 ﹤0.01%
4
969
$107 ﹤0.01%
1
970
$100 ﹤0.01%
1
-2
971
$97 ﹤0.01%
9
972
$91 ﹤0.01%
+8
973
$89 ﹤0.01%
21
974
$82 ﹤0.01%
9
975
$69 ﹤0.01%
2
37 38
39
40 41