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
776
$1.59K ﹤0.01%
39
-45
777
$1.59K ﹤0.01%
36
+1
778
$1.58K ﹤0.01%
9
779
$1.57K ﹤0.01%
34
-66
780
$1.56K ﹤0.01%
5
-5
781
$1.55K ﹤0.01%
14
-21
782
$1.55K ﹤0.01%
9
783
$1.54K ﹤0.01%
15
784
$1.52K ﹤0.01%
200
785
$1.52K ﹤0.01%
15
+2
786
$1.47K ﹤0.01%
3
787
$1.46K ﹤0.01%
30
-356
788
$1.45K ﹤0.01%
25
789
$1.44K ﹤0.01%
15
790
$1.44K ﹤0.01%
40
791
$1.44K ﹤0.01%
16
792
$1.42K ﹤0.01%
29
793
$1.4K ﹤0.01%
12
+4
794
$1.4K ﹤0.01%
22
-8
795
$1.38K ﹤0.01%
7
796
$1.34K ﹤0.01%
52
-137
797
$1.33K ﹤0.01%
36
798
$1.33K ﹤0.01%
12
799
$1.32K ﹤0.01%
3
800
$1.3K ﹤0.01%
5
30 31
32
33 34