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
576
$7.71K ﹤0.01%
97
577
$7.68K ﹤0.01%
15
-16
578
$7.63K ﹤0.01%
47
-18
579
$7.53K ﹤0.01%
10
+1
580
$7.41K ﹤0.01%
130
581
$7.39K ﹤0.01%
36
+11
582
$7.39K ﹤0.01%
1
583
$7.37K ﹤0.01%
38
+26
584
$7.36K ﹤0.01%
48
+16
585
$7.31K ﹤0.01%
4
586
$7.24K ﹤0.01%
87
587
$7.23K ﹤0.01%
108
588
$7.22K ﹤0.01%
47
-16
589
$7.16K ﹤0.01%
166
+65
590
$7.13K ﹤0.01%
+1,410
591
$7.11K ﹤0.01%
12
+1
592
$7.1K ﹤0.01%
235
593
$6.9K ﹤0.01%
217
594
$6.69K ﹤0.01%
102
+19
595
$6.68K ﹤0.01%
52
+51
596
$6.67K ﹤0.01%
149
+95
597
$6.66K ﹤0.01%
285
598
$6.6K ﹤0.01%
9
599
$6.55K ﹤0.01%
127
+111
600
$6.53K ﹤0.01%
91
22 23
24
25 26