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
126
$317K 0.04%
6,502
+932
127
$295K 0.04%
798
-5
128
$272K 0.03%
305
+4
129
$269K 0.03%
511
+7
130
$264K 0.03%
835
-29
131
$258K 0.03%
1,255
+6
132
$253K 0.03%
1,388
133
$251K 0.03%
907
+7
134
$241K 0.03%
3,066
+342
135
$237K 0.03%
1,558
-1,407
136
$237K 0.03%
3,779
-105
137
$231K 0.03%
1,295
138
$225K 0.03%
538
+2
139
$221K 0.03%
1,039
+36
140
$211K 0.03%
1,906
+62
141
$204K 0.03%
563
+144
142
$198K 0.03%
743
143
$196K 0.02%
4,692
-2,384
144
$195K 0.02%
2,636
-99
145
$189K 0.02%
3,812
-257,606
146
$189K 0.02%
2,312
+22
147
$187K 0.02%
828
+3
148
$186K 0.02%
627
-42
149
$185K 0.02%
810
+6
150
$185K 0.02%
669
-12
4 5
6
7 8