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
326
$31.7K ﹤0.01%
660
+28
327
$31.6K ﹤0.01%
371
328
$31.6K ﹤0.01%
+3,209
329
$31.5K ﹤0.01%
3,001
-4,925
330
$31.5K ﹤0.01%
269
331
$31.5K ﹤0.01%
113
332
$31.4K ﹤0.01%
352
333
$31.2K ﹤0.01%
+541
334
$31.1K ﹤0.01%
+233
335
$31K ﹤0.01%
494
+111
336
$30.9K ﹤0.01%
268
-442
337
$30.5K ﹤0.01%
137
338
$30.4K ﹤0.01%
367
-605
339
$30.3K ﹤0.01%
111
+19
340
$30.2K ﹤0.01%
160
-253
341
$29.9K ﹤0.01%
2,095
-3,520
342
$29.7K ﹤0.01%
96
343
$29.7K ﹤0.01%
+651
344
$29.4K ﹤0.01%
544
-892
345
$29.4K ﹤0.01%
1,279
-2,104
346
$29.3K ﹤0.01%
365
+13
347
$29K ﹤0.01%
502
348
$29K ﹤0.01%
919
349
$28.6K ﹤0.01%
1,274
-2,145
350
$28.4K ﹤0.01%
1,845
+949
12 13
14
15 16