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
601
$6.45K ﹤0.01%
308
+61
602
$6.43K ﹤0.01%
80
+6
603
$6.28K ﹤0.01%
18
-5
604
$6.14K ﹤0.01%
76
+61
605
$6.08K ﹤0.01%
+59
606
$6.06K ﹤0.01%
131
-373
607
$6.06K ﹤0.01%
155
-93
608
$6.05K ﹤0.01%
33
+4
609
$6.01K ﹤0.01%
55
610
$5.93K ﹤0.01%
+1,097
611
$5.84K ﹤0.01%
19
612
$5.79K ﹤0.01%
33
+1
613
$5.75K ﹤0.01%
39
614
$5.72K ﹤0.01%
125
+70
615
$5.67K ﹤0.01%
23
-16
616
$5.5K ﹤0.01%
+57
617
$5.5K ﹤0.01%
260
618
$5.41K ﹤0.01%
76
-3
619
$5.39K ﹤0.01%
79
-34
620
$5.38K ﹤0.01%
228
+13
621
$5.32K ﹤0.01%
200
622
$5.2K ﹤0.01%
129
623
$5.15K ﹤0.01%
186
624
$5.11K ﹤0.01%
54
625
$5.09K ﹤0.01%
22
+12
23 24
25
26 27