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
51
$1.51M 0.17%
2,040
+17
52
$1.47M 0.17%
4,626
+610
53
$1.33M 0.15%
+10,346
54
$1.27M 0.14%
15,294
-594
55
$1.26M 0.14%
+21,174
56
$1.22M 0.14%
5,542
-47
57
$1.19M 0.13%
+14,172
58
$1.17M 0.13%
2,418
-156
59
$1.1M 0.12%
7,810
-534
60
$1.09M 0.12%
10,806
+500
61
$1.03M 0.12%
+7,674
62
$1.03M 0.12%
5,555
-537
63
$1.02M 0.11%
7,095
-507
64
$999K 0.11%
4,814
-403
65
$996K 0.11%
3,268
+1,762
66
$917K 0.1%
1,688
-7
67
$914K 0.1%
5,187
+825
68
$842K 0.09%
7,948
-440
69
$835K 0.09%
6,142
+5,389
70
$819K 0.09%
11,809
+711
71
$813K 0.09%
2,218
-126
72
$792K 0.09%
11,121
-543
73
$783K 0.09%
7,063
-421
74
$763K 0.09%
979
+5
75
$760K 0.09%
6,151
+4,731
1 2
3
4 5