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
101
$446K 0.06%
404
-108
102
$444K 0.06%
4,869
+4,096
103
$428K 0.05%
1,218
+119
104
$425K 0.05%
3,615
+1,445
105
$420K 0.05%
5,973
-134
106
$414K 0.05%
3,160
+351
107
$408K 0.05%
883
-20
108
$408K 0.05%
5,643
+613
109
$389K 0.05%
4,016
+158
110
$386K 0.05%
7,281
+50
111
$384K 0.05%
2,306
+107
112
$382K 0.05%
2,824
+238
113
$380K 0.05%
3,824
+333
114
$373K 0.05%
1,430
+87
115
$360K 0.05%
4,947
+532
116
$354K 0.04%
13,987
-709,881
117
$345K 0.04%
6,793
-9,200
118
$342K 0.04%
2,714
+184
119
$339K 0.04%
1,955
+217
120
$334K 0.04%
1,819
+159
121
$330K 0.04%
2,861
-100
122
$325K 0.04%
630
+70
123
$322K 0.04%
10,251
+1,149
124
$322K 0.04%
2,624
+281
125
$319K 0.04%
1,316
+10
3 4
5
6 7