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
501
$12.7K ﹤0.01%
608
-500
502
$12.5K ﹤0.01%
293
503
$12.4K ﹤0.01%
200
504
$12.3K ﹤0.01%
365
-254
505
$12.1K ﹤0.01%
44
506
$12.1K ﹤0.01%
1,457
-70
507
$12.1K ﹤0.01%
96
508
$12K ﹤0.01%
120
+27
509
$11.9K ﹤0.01%
114
510
$11.9K ﹤0.01%
225
-200
511
$11.8K ﹤0.01%
123
512
$11.8K ﹤0.01%
1,039
+21
513
$11.8K ﹤0.01%
29
514
$11.8K ﹤0.01%
354
+48
515
$11.8K ﹤0.01%
4,237
-6,981
516
$11.7K ﹤0.01%
156
+24
517
$11.7K ﹤0.01%
116
518
$11.5K ﹤0.01%
82
519
$11.5K ﹤0.01%
633
520
$11.4K ﹤0.01%
74
521
$11.4K ﹤0.01%
38
+18
522
$11.4K ﹤0.01%
356
523
$11.4K ﹤0.01%
2,635
-4,323
524
$11.4K ﹤0.01%
89
+5
525
$11.3K ﹤0.01%
678
-729
19 20
21
22 23