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
351
$28.2K ﹤0.01%
+183
352
$28.1K ﹤0.01%
7,450
-5,145
353
$28K ﹤0.01%
1,039
+18
354
$27.8K ﹤0.01%
2,070
-3,394
355
$27.8K ﹤0.01%
144
356
$27.6K ﹤0.01%
957
-4,079
357
$27.6K ﹤0.01%
110
+6
358
$27.6K ﹤0.01%
55
-6
359
$27.5K ﹤0.01%
485
+13
360
$27.4K ﹤0.01%
867
361
$27.4K ﹤0.01%
18
362
$26.9K ﹤0.01%
419
363
$26.9K ﹤0.01%
2,436
+44
364
$26.8K ﹤0.01%
338
+16
365
$26.7K ﹤0.01%
60
-28
366
$26.7K ﹤0.01%
233
-291
367
$26.6K ﹤0.01%
152
-275
368
$26.5K ﹤0.01%
161
-265
369
$26.4K ﹤0.01%
161
-4
370
$26.2K ﹤0.01%
49
371
$25.9K ﹤0.01%
684
-1,129
372
$25.6K ﹤0.01%
1,230
-2,026
373
$25.3K ﹤0.01%
495
374
$25.3K ﹤0.01%
500
-500
375
$24.9K ﹤0.01%
293
-56
13 14
15
16 17