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
651
$4.19K ﹤0.01%
155
652
$4.17K ﹤0.01%
22
+17
653
$4.15K ﹤0.01%
400
654
$4.12K ﹤0.01%
10
655
$4.11K ﹤0.01%
847
+63
656
$4.06K ﹤0.01%
87
657
$4.04K ﹤0.01%
17
658
$4K ﹤0.01%
503
+45
659
$3.99K ﹤0.01%
100
660
$3.99K ﹤0.01%
252
661
$3.95K ﹤0.01%
69
662
$3.9K ﹤0.01%
+200
663
$3.89K ﹤0.01%
250
-67
664
$3.88K ﹤0.01%
100
665
$3.88K ﹤0.01%
20
-13
666
$3.87K ﹤0.01%
29
-15
667
$3.77K ﹤0.01%
173
-1,233
668
$3.76K ﹤0.01%
25
669
$3.76K ﹤0.01%
240
670
$3.75K ﹤0.01%
33
+20
671
$3.58K ﹤0.01%
+135
672
$3.53K ﹤0.01%
144
+2
673
$3.47K ﹤0.01%
22
-35
674
$3.44K ﹤0.01%
23
675
$3.4K ﹤0.01%
32
+19
25 26
27
28 29