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
426
$19.1K ﹤0.01%
173
427
$19.1K ﹤0.01%
719
+3
428
$19.1K ﹤0.01%
24
+3
429
$18.6K ﹤0.01%
96
430
$18.6K ﹤0.01%
274
+183
431
$18.6K ﹤0.01%
1,418
+37
432
$18.3K ﹤0.01%
817
-240
433
$18.2K ﹤0.01%
714
-1,173
434
$18.2K ﹤0.01%
144
435
$18.2K ﹤0.01%
370
-33
436
$18K ﹤0.01%
151
437
$18K ﹤0.01%
798
438
$17.9K ﹤0.01%
56
+1
439
$17.9K ﹤0.01%
236
+25
440
$17.8K ﹤0.01%
328
441
$17.5K ﹤0.01%
363
-95
442
$17.5K ﹤0.01%
596
+50
443
$17.4K ﹤0.01%
795
-1,303
444
$17.3K ﹤0.01%
60
+13
445
$16.9K ﹤0.01%
+1,196
446
$16.7K ﹤0.01%
125
+40
447
$16.6K ﹤0.01%
85
448
$16.5K ﹤0.01%
67
+41
449
$16.5K ﹤0.01%
1,539
+46
450
$16.4K ﹤0.01%
300
-478
16 17
18
19 20