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
476
$14.6K ﹤0.01%
84
+44
477
$14.6K ﹤0.01%
141
478
$14.6K ﹤0.01%
1,273
+97
479
$14.6K ﹤0.01%
50
+26
480
$14.5K ﹤0.01%
30
481
$14K ﹤0.01%
+769
482
$13.9K ﹤0.01%
144
-237
483
$13.8K ﹤0.01%
157
+3
484
$13.7K ﹤0.01%
114
-14
485
$13.7K ﹤0.01%
39
486
$13.6K ﹤0.01%
400
487
$13.6K ﹤0.01%
81
-19
488
$13.6K ﹤0.01%
232
-79
489
$13.5K ﹤0.01%
2,725
490
$13.4K ﹤0.01%
15
-19
491
$13.3K ﹤0.01%
38
-4
492
$13.3K ﹤0.01%
48
493
$13.2K ﹤0.01%
+188
494
$13.2K ﹤0.01%
51
+3
495
$13.2K ﹤0.01%
460
496
$13K ﹤0.01%
26
+12
497
$13K ﹤0.01%
39
+9
498
$12.9K ﹤0.01%
62
-18
499
$12.8K ﹤0.01%
108
+46
500
$12.8K ﹤0.01%
26
18 19
20
21 22