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
826
$1.04K ﹤0.01%
+1
827
$1.01K ﹤0.01%
14
828
$1.01K ﹤0.01%
21
829
$1.01K ﹤0.01%
18
830
$994 ﹤0.01%
22
831
$984 ﹤0.01%
10
832
$976 ﹤0.01%
24
833
$940 ﹤0.01%
5
834
$935 ﹤0.01%
22
835
$914 ﹤0.01%
8
-8
836
$909 ﹤0.01%
9
837
$900 ﹤0.01%
7
838
$899 ﹤0.01%
10
839
$892 ﹤0.01%
31
-62
840
$885 ﹤0.01%
34
841
$875 ﹤0.01%
15
-28
842
$872 ﹤0.01%
14
843
$858 ﹤0.01%
56
844
$858 ﹤0.01%
7
845
$850 ﹤0.01%
7
846
$837 ﹤0.01%
20
847
$830 ﹤0.01%
23
848
$820 ﹤0.01%
17
849
$818 ﹤0.01%
2
-41
850
$812 ﹤0.01%
4
32 33
34
35 36