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
451
$16.3K ﹤0.01%
89
452
$16.2K ﹤0.01%
880
-1,570
453
$16.1K ﹤0.01%
220
-85
454
$16.1K ﹤0.01%
390
455
$16.1K ﹤0.01%
307
456
$16K ﹤0.01%
215
+45
457
$16K ﹤0.01%
342
-430
458
$15.9K ﹤0.01%
99
459
$15.9K ﹤0.01%
68
460
$15.6K ﹤0.01%
97
+11
461
$15.6K ﹤0.01%
259
462
$15.5K ﹤0.01%
112
+10
463
$15.5K ﹤0.01%
1,000
464
$15.4K ﹤0.01%
112
+2
465
$15.4K ﹤0.01%
1,064
-1,817
466
$15.3K ﹤0.01%
222
+17
467
$15.2K ﹤0.01%
113
468
$15.1K ﹤0.01%
77
469
$15.1K ﹤0.01%
1,601
-2,641
470
$15K ﹤0.01%
534
-882
471
$15K ﹤0.01%
28
+25
472
$15K ﹤0.01%
178
+3
473
$14.8K ﹤0.01%
200
474
$14.7K ﹤0.01%
198
-5
475
$14.6K ﹤0.01%
712
17 18
19
20 21