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
251
$50.7K 0.01%
2,433
252
$50.4K 0.01%
328
253
$50.4K 0.01%
373
-625
254
$49.7K 0.01%
669
+188
255
$49.4K 0.01%
1,005
-20
256
$49.1K 0.01%
+635
257
$49.1K 0.01%
329
258
$48.7K 0.01%
200
259
$48.1K 0.01%
857
+654
260
$47.6K 0.01%
90
-4
261
$47.3K 0.01%
687
262
$46.3K 0.01%
1,773
263
$46K 0.01%
3,349
264
$45.5K 0.01%
1,500
265
$45.4K 0.01%
1,392
-41
266
$45K 0.01%
721
+237
267
$44.8K 0.01%
180
-1
268
$44.4K 0.01%
979
-98
269
$44.1K 0.01%
725
-143
270
$44K 0.01%
696
271
$43.2K ﹤0.01%
725
+50
272
$43.1K ﹤0.01%
624
+76
273
$43K ﹤0.01%
133
+8
274
$42.4K ﹤0.01%
3,631
275
$42.3K ﹤0.01%
392
-616
9 10
11
12 13