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
876
$693 ﹤0.01%
6
877
$686 ﹤0.01%
16
878
$685 ﹤0.01%
18
879
$679 ﹤0.01%
5
880
$675 ﹤0.01%
+500
881
$673 ﹤0.01%
12
-4
882
$672 ﹤0.01%
12
883
$671 ﹤0.01%
26
-38
884
$663 ﹤0.01%
8
885
$663 ﹤0.01%
31
886
$656 ﹤0.01%
12
887
$647 ﹤0.01%
2
888
$647 ﹤0.01%
36
889
$645 ﹤0.01%
25
890
$640 ﹤0.01%
24
891
$627 ﹤0.01%
8
892
$627 ﹤0.01%
242
893
$626 ﹤0.01%
4
894
$626 ﹤0.01%
12
895
$623 ﹤0.01%
16
896
$607 ﹤0.01%
11
897
$590 ﹤0.01%
3
898
$589 ﹤0.01%
2
899
$584 ﹤0.01%
16
900
$576 ﹤0.01%
9
34 35
36
37 38