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
626
$5.01K ﹤0.01%
69
627
$5.01K ﹤0.01%
118
-438
628
$4.93K ﹤0.01%
149
+132
629
$4.86K ﹤0.01%
53
630
$4.85K ﹤0.01%
425
631
$4.82K ﹤0.01%
103
-21
632
$4.78K ﹤0.01%
341
+73
633
$4.73K ﹤0.01%
87
+15
634
$4.69K ﹤0.01%
60
-10
635
$4.66K ﹤0.01%
197
636
$4.65K ﹤0.01%
167
+14
637
$4.61K ﹤0.01%
846
+141
638
$4.58K ﹤0.01%
20
-14
639
$4.54K ﹤0.01%
41
-36
640
$4.49K ﹤0.01%
181
641
$4.48K ﹤0.01%
65
+4
642
$4.46K ﹤0.01%
119
-478
643
$4.46K ﹤0.01%
292
+40
644
$4.44K ﹤0.01%
314
645
$4.38K ﹤0.01%
16
646
$4.28K ﹤0.01%
23
+6
647
$4.25K ﹤0.01%
509
648
$4.24K ﹤0.01%
71
+21
649
$4.24K ﹤0.01%
717
+60
650
$4.21K ﹤0.01%
73
24 25
26
27 28