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
526
$11.1K ﹤0.01%
127
527
$11K ﹤0.01%
500
528
$11K ﹤0.01%
176
+13
529
$10.9K ﹤0.01%
483
-439
530
$10.8K ﹤0.01%
126
-55
531
$10.8K ﹤0.01%
109
+27
532
$10.8K ﹤0.01%
23
+9
533
$10.6K ﹤0.01%
136
+7
534
$10.6K ﹤0.01%
80
+29
535
$10.5K ﹤0.01%
+1,891
536
$10.5K ﹤0.01%
20
-14
537
$10.5K ﹤0.01%
50
+25
538
$10.4K ﹤0.01%
70
-31
539
$10.3K ﹤0.01%
176
+50
540
$10.2K ﹤0.01%
265
-153
541
$10.1K ﹤0.01%
+2,352
542
$10K ﹤0.01%
+96
543
$9.99K ﹤0.01%
28
544
$9.95K ﹤0.01%
180
+64
545
$9.91K ﹤0.01%
94
-83
546
$9.88K ﹤0.01%
55
547
$9.8K ﹤0.01%
+60
548
$9.78K ﹤0.01%
58
-4
549
$9.68K ﹤0.01%
141
+2
550
$9.47K ﹤0.01%
180
-16
20 21
22
23 24