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
751
$1.98K ﹤0.01%
60
+9
752
$1.98K ﹤0.01%
125
753
$1.97K ﹤0.01%
9
+8
754
$1.97K ﹤0.01%
150
755
$1.96K ﹤0.01%
18
756
$1.92K ﹤0.01%
35
-6
757
$1.91K ﹤0.01%
4
758
$1.91K ﹤0.01%
100
759
$1.87K ﹤0.01%
17
760
$1.8K ﹤0.01%
10
761
$1.8K ﹤0.01%
10
+3
762
$1.79K ﹤0.01%
+4
763
$1.79K ﹤0.01%
27
764
$1.78K ﹤0.01%
20
765
$1.77K ﹤0.01%
32
766
$1.77K ﹤0.01%
925
767
$1.69K ﹤0.01%
28
768
$1.68K ﹤0.01%
60
-2,670
769
$1.66K ﹤0.01%
+50
770
$1.64K ﹤0.01%
39
771
$1.62K ﹤0.01%
11
772
$1.61K ﹤0.01%
40
773
$1.61K ﹤0.01%
+18
774
$1.61K ﹤0.01%
600
775
$1.6K ﹤0.01%
20
-43
29 30
31
32 33