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
301
$35.5K ﹤0.01%
838
+3
302
$35.3K ﹤0.01%
606
+444
303
$35.2K ﹤0.01%
1,611
+438
304
$35.2K ﹤0.01%
155
+37
305
$35.1K ﹤0.01%
1,217
+195
306
$34.7K ﹤0.01%
241
+17
307
$34.5K ﹤0.01%
968
-293
308
$34.2K ﹤0.01%
120
309
$34.1K ﹤0.01%
3,040
-18
310
$34K ﹤0.01%
2,451
-806
311
$34K ﹤0.01%
1,282
+907
312
$33.9K ﹤0.01%
78
-128
313
$33.7K ﹤0.01%
4,591
314
$33.4K ﹤0.01%
281
-54
315
$33.4K ﹤0.01%
9
316
$33.2K ﹤0.01%
452
+3
317
$33.2K ﹤0.01%
1,627
-2,674
318
$33K ﹤0.01%
144
-11
319
$32.8K ﹤0.01%
294
320
$32.6K ﹤0.01%
702
-556
321
$32.5K ﹤0.01%
442
-48
322
$32.3K ﹤0.01%
1,706
323
$32K ﹤0.01%
+1,254
324
$32K ﹤0.01%
+264
325
$31.8K ﹤0.01%
644
+298
11 12
13
14 15