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
201
$92.5K 0.01%
197
+2
202
$90.7K 0.01%
1,070
203
$88.7K 0.01%
912
-5
204
$88.2K 0.01%
154
+27
205
$88K 0.01%
461
-3
206
$87.6K 0.01%
2,793
207
$86.7K 0.01%
3,709
-28
208
$83.6K 0.01%
462
-4
209
$81.9K 0.01%
548
210
$77.7K 0.01%
8,605
-54
211
$77.7K 0.01%
6,091
-49
212
$77.1K 0.01%
682
-18
213
$77K 0.01%
811
214
$76.4K 0.01%
3,850
-130
215
$75.6K 0.01%
1,180
-7
216
$75.2K 0.01%
750
217
$74.4K 0.01%
1,373
+56
218
$73.2K 0.01%
447
-4
219
$73.1K 0.01%
69
+2
220
$72.7K 0.01%
1,560
-10
221
$72.6K 0.01%
3,027
-20
222
$72.2K 0.01%
1,471
223
$71.9K 0.01%
671
-4
224
$71.7K 0.01%
138
+1
225
$71.2K 0.01%
487
7 8
9
10 11