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
276
$42.1K ﹤0.01%
136
-30
277
$42K ﹤0.01%
658
-1,124
278
$42K ﹤0.01%
593
-978
279
$41.8K ﹤0.01%
16
280
$41.8K ﹤0.01%
362
+1
281
$41.4K ﹤0.01%
110
282
$40.5K ﹤0.01%
7
-1
283
$40.4K ﹤0.01%
1,000
284
$40K ﹤0.01%
2,704
-2,697
285
$39.3K ﹤0.01%
309
286
$39.1K ﹤0.01%
778
287
$39K ﹤0.01%
595
+175
288
$38.5K ﹤0.01%
124
-9
289
$38.2K ﹤0.01%
193
+33
290
$37.9K ﹤0.01%
846
291
$37.5K ﹤0.01%
97
-93
292
$37.3K ﹤0.01%
824
293
$37.1K ﹤0.01%
104
-4
294
$37.1K ﹤0.01%
446
-13
295
$36.3K ﹤0.01%
1,564
296
$36.3K ﹤0.01%
1,105
+302
297
$36.2K ﹤0.01%
71
+34
298
$36.1K ﹤0.01%
200
299
$35.9K ﹤0.01%
1,055
-1,734
300
$35.6K ﹤0.01%
375
10 11
12
13 14