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
801
$1.29K ﹤0.01%
143
802
$1.29K ﹤0.01%
11
+10
803
$1.28K ﹤0.01%
10
804
$1.26K ﹤0.01%
30
805
$1.23K ﹤0.01%
36
-32
806
$1.23K ﹤0.01%
+113
807
$1.23K ﹤0.01%
77
808
$1.21K ﹤0.01%
+3
809
$1.21K ﹤0.01%
33
810
$1.2K ﹤0.01%
24
811
$1.19K ﹤0.01%
7
+5
812
$1.19K ﹤0.01%
+400
813
$1.18K ﹤0.01%
5
814
$1.15K ﹤0.01%
23
815
$1.15K ﹤0.01%
28
816
$1.15K ﹤0.01%
2
+1
817
$1.15K ﹤0.01%
4
818
$1.14K ﹤0.01%
10
819
$1.14K ﹤0.01%
18
820
$1.12K ﹤0.01%
3
821
$1.11K ﹤0.01%
+15
822
$1.09K ﹤0.01%
6
-12
823
$1.08K ﹤0.01%
5
824
$1.07K ﹤0.01%
31
825
$1.06K ﹤0.01%
17
31 32
33
34 35