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
676
$3.39K ﹤0.01%
166
677
$3.35K ﹤0.01%
32
678
$3.31K ﹤0.01%
+4
679
$3.31K ﹤0.01%
19
-20
680
$3.29K ﹤0.01%
109
681
$3.2K ﹤0.01%
23
-4
682
$3.19K ﹤0.01%
98
683
$3.19K ﹤0.01%
140
684
$3.18K ﹤0.01%
55
-26
685
$3.1K ﹤0.01%
100
686
$3.08K ﹤0.01%
38
-9
687
$3.07K ﹤0.01%
+31
688
$3.06K ﹤0.01%
9
-3
689
$3.05K ﹤0.01%
14
690
$3.02K ﹤0.01%
38
-45
691
$3K ﹤0.01%
61
-36
692
$3K ﹤0.01%
400
693
$2.99K ﹤0.01%
47
-3
694
$2.96K ﹤0.01%
50
695
$2.93K ﹤0.01%
+115
696
$2.92K ﹤0.01%
21
697
$2.92K ﹤0.01%
+27
698
$2.92K ﹤0.01%
10
-8
699
$2.9K ﹤0.01%
88
700
$2.85K ﹤0.01%
31
+12
26 27
28
29 30