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
76
$713K 0.09%
11,450
+890
77
$702K 0.09%
4,187
+40
78
$676K 0.09%
6,270
+584
79
$672K 0.09%
7,276
+887
80
$647K 0.08%
8,199
+898
81
$636K 0.08%
7,770
+786
82
$633K 0.08%
16,515
+1,180
83
$633K 0.08%
6,380
+509
84
$632K 0.08%
10,682
+830
85
$630K 0.08%
7,187
+869
86
$616K 0.08%
1,766
+146
87
$571K 0.07%
5,434
+589
88
$536K 0.07%
2,780
+337
89
$535K 0.07%
3,816
+1,312
90
$529K 0.07%
1,035
+1,010
91
$502K 0.06%
11,411
+805
92
$500K 0.06%
6,262
+1,446
93
$498K 0.06%
4,139
+440
94
$474K 0.06%
5,244
+12
95
$465K 0.06%
1,605
+164
96
$464K 0.06%
10,693
+1,211
97
$457K 0.06%
4,323
+432
98
$457K 0.06%
4,097
99
$450K 0.06%
491
+1
100
$449K 0.06%
438
+45
2 3
4
5 6