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
701
$2.83K ﹤0.01%
+50
702
$2.83K ﹤0.01%
9
703
$2.81K ﹤0.01%
150
704
$2.78K ﹤0.01%
64
-196
705
$2.75K ﹤0.01%
110
706
$2.75K ﹤0.01%
24
707
$2.69K ﹤0.01%
94
+13
708
$2.65K ﹤0.01%
87
-183
709
$2.58K ﹤0.01%
46
+19
710
$2.58K ﹤0.01%
29
711
$2.57K ﹤0.01%
46
-130
712
$2.54K ﹤0.01%
37
+12
713
$2.53K ﹤0.01%
27
714
$2.49K ﹤0.01%
48
-54
715
$2.47K ﹤0.01%
141
+117
716
$2.47K ﹤0.01%
13
717
$2.46K ﹤0.01%
9
718
$2.45K ﹤0.01%
+10
719
$2.44K ﹤0.01%
112
720
$2.44K ﹤0.01%
5
721
$2.38K ﹤0.01%
+8
722
$2.38K ﹤0.01%
94
723
$2.37K ﹤0.01%
26
-57
724
$2.37K ﹤0.01%
37
725
$2.37K ﹤0.01%
32
-8
27 28
29
30 31