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
151
$178K 0.02%
900
-137
152
$174K 0.02%
3,843
153
$173K 0.02%
1,433
+16
154
$172K 0.02%
270
+3
155
$171K 0.02%
1,502
+13
156
$167K 0.02%
465
+11
157
$167K 0.02%
7,333
+68
158
$164K 0.02%
683
+422
159
$160K 0.02%
1,323
-115
160
$158K 0.02%
326
161
$151K 0.02%
689
+35
162
$145K 0.02%
892
-20
163
$141K 0.02%
795
+233
164
$140K 0.02%
913
-97
165
$140K 0.02%
2,466
+23
166
$139K 0.02%
200
-3
167
$137K 0.02%
405
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168
$136K 0.02%
1,358
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169
$136K 0.02%
406
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170
$135K 0.02%
467
-8
171
$131K 0.02%
252
-41
172
$129K 0.02%
1,706
-16
173
$128K 0.02%
300
174
$126K 0.02%
1,933
-17
175
$126K 0.02%
10,833
+2,653
5 6
7
8 9