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
401
$21.7K ﹤0.01%
+535
402
$21.7K ﹤0.01%
163
+16
403
$21.6K ﹤0.01%
852
-1,401
404
$21.6K ﹤0.01%
218
-357
405
$21.6K ﹤0.01%
587
+3
406
$21.4K ﹤0.01%
+854
407
$21.3K ﹤0.01%
79
-6
408
$21.3K ﹤0.01%
83
-13
409
$21.3K ﹤0.01%
436
-22
410
$21.3K ﹤0.01%
67
-110
411
$21.2K ﹤0.01%
411
-676
412
$21.2K ﹤0.01%
869
413
$21.2K ﹤0.01%
+543
414
$21.1K ﹤0.01%
205
+24
415
$20.8K ﹤0.01%
381
416
$20.6K ﹤0.01%
872
+772
417
$20.6K ﹤0.01%
1,686
+45
418
$20.6K ﹤0.01%
+1,475
419
$20.2K ﹤0.01%
110
-6
420
$20.1K ﹤0.01%
475
+28
421
$19.8K ﹤0.01%
254
-1,083
422
$19.7K ﹤0.01%
200
-2,668
423
$19.6K ﹤0.01%
100
424
$19.5K ﹤0.01%
+499
425
$19.2K ﹤0.01%
95
+7
15 16
17
18 19