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
376
$24.9K ﹤0.01%
64
-13
377
$24.8K ﹤0.01%
1,823
+50
378
$24.8K ﹤0.01%
184
-12
379
$24.7K ﹤0.01%
2,828
380
$24.6K ﹤0.01%
344
-260
381
$24.6K ﹤0.01%
+1,755
382
$24.2K ﹤0.01%
2,202
+43
383
$24.1K ﹤0.01%
601
+476
384
$24.1K ﹤0.01%
185
+119
385
$24K ﹤0.01%
100
-54
386
$23.8K ﹤0.01%
3,279
+89
387
$23.7K ﹤0.01%
224
+3
388
$23.4K ﹤0.01%
1,954
+39
389
$23.2K ﹤0.01%
+933
390
$23.1K ﹤0.01%
1,526
-878
391
$22.8K ﹤0.01%
+2,114
392
$22.6K ﹤0.01%
1,029
-321
393
$22.5K ﹤0.01%
39
+5
394
$22.4K ﹤0.01%
254
395
$22.4K ﹤0.01%
+1,236
396
$21.9K ﹤0.01%
82
+6
397
$21.9K ﹤0.01%
886
+219
398
$21.8K ﹤0.01%
2,211
+44
399
$21.8K ﹤0.01%
1,396
+31
400
$21.7K ﹤0.01%
209
+13
14 15
16
17 18