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
176
$127K 0.01%
1,835
+57
177
$127K 0.01%
3,219
+2,695
178
$127K 0.01%
241
+170
179
$125K 0.01%
859
+30
180
$121K 0.01%
969
-15
181
$120K 0.01%
450
-54
182
$113K 0.01%
3,448
+208
183
$112K 0.01%
411
-29
184
$112K 0.01%
219
-23
185
$111K 0.01%
1,356
+4
186
$109K 0.01%
1,972
-164
187
$107K 0.01%
2,330
188
$102K 0.01%
636
+76
189
$101K 0.01%
9,475
190
$98.4K 0.01%
139
+4
191
$97.8K 0.01%
441
-14
192
$96.8K 0.01%
1,065
+17
193
$96.6K 0.01%
220
194
$96K 0.01%
1,633
+17
195
$94.2K 0.01%
8,685
+8,100
196
$92.6K 0.01%
593
197
$90.3K 0.01%
757
-743
198
$90.1K 0.01%
1,807
-422
199
$89.8K 0.01%
+844
200
$89.7K 0.01%
+1,761
6 7
8
9 10