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
176
$126K 0.02%
548
-14
177
$124K 0.02%
502
+9
178
$123K 0.02%
1,722
-35
179
$123K 0.02%
1,322
-25
180
$123K 0.02%
497
+4
181
$121K 0.02%
1,451
-11
182
$121K 0.02%
524
183
$121K 0.02%
1,466
-7
184
$119K 0.02%
9,475
185
$118K 0.02%
849
-16
186
$112K 0.01%
1,008
+31
187
$112K 0.01%
1,082
-9
188
$107K 0.01%
737
-131
189
$105K 0.01%
3,240
-27
190
$105K 0.01%
2,330
191
$103K 0.01%
3,868
+207
192
$100K 0.01%
224
-122
193
$97.7K 0.01%
1,093
-6
194
$97K 0.01%
+5,931
195
$96.6K 0.01%
771
-5
196
$96K 0.01%
1,056
-4
197
$95.1K 0.01%
822
+13
198
$95K 0.01%
1,055
-6
199
$93.4K 0.01%
1,605
-489
200
$92.9K 0.01%
4,670
-29
6 7
8
9 10