FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$17.9M
3
+$8.15M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$8.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.73M

Top Sells

1
+$12.9M
2
+$8.34M
3
+$7.7M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$7.54M
5
BND icon
Vanguard Total Bond Market
BND
+$3.78M

Sector Composition

1 Technology 2.76%
2 Financials 1.76%
3 Healthcare 0.84%
4 Consumer Discretionary 0.84%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64.3K 0.01%
1,138
+46
227
$63.9K 0.01%
210
+5
228
$62.9K 0.01%
1,009
+203
229
$62.9K 0.01%
426
230
$62.1K 0.01%
513
+49
231
$61.7K 0.01%
259
-44
232
$60.4K 0.01%
2,500
233
$59.4K 0.01%
1,358
234
$59.2K 0.01%
1,991
235
$58.1K 0.01%
471
-8
236
$58K 0.01%
400
237
$57.5K 0.01%
264
+97
238
$57.4K 0.01%
180
-448
239
$57.1K 0.01%
636
-13
240
$57.1K 0.01%
434
+98
241
$56.8K 0.01%
3,778
-6,202
242
$56.4K 0.01%
170
-208
243
$55.2K 0.01%
790
+9
244
$54.6K 0.01%
5,092
+42
245
$52.7K 0.01%
491
+68
246
$52.5K 0.01%
172
-5,408
247
$51.7K 0.01%
1,150
248
$51.5K 0.01%
1,980
+889
249
$51.4K 0.01%
570
250
$51.3K 0.01%
1,713
-151
8 9
10
11 12