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
551
$9.41K ﹤0.01%
141
552
$9.39K ﹤0.01%
666
553
$9.39K ﹤0.01%
173
+160
554
$9.23K ﹤0.01%
38
+15
555
$9.1K ﹤0.01%
31
-5
556
$9.07K ﹤0.01%
188
-330
557
$9.04K ﹤0.01%
136
+121
558
$9.02K ﹤0.01%
189
+18
559
$8.94K ﹤0.01%
29
560
$8.85K ﹤0.01%
461
+31
561
$8.81K ﹤0.01%
52
562
$8.81K ﹤0.01%
419
563
$8.65K ﹤0.01%
36
564
$8.62K ﹤0.01%
53
+5
565
$8.62K ﹤0.01%
262
566
$8.61K ﹤0.01%
72
-2
567
$8.21K ﹤0.01%
96
568
$8.2K ﹤0.01%
+50
569
$8.07K ﹤0.01%
11
+3
570
$8.06K ﹤0.01%
99
-34
571
$8.04K ﹤0.01%
900
+119
572
$8.03K ﹤0.01%
76
-273
573
$7.81K ﹤0.01%
116
+1
574
$7.73K ﹤0.01%
264
575
$7.72K ﹤0.01%
49
-1
21 22
23
24 25