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
201
$89.6K 0.01%
+1,783
202
$89.4K 0.01%
1,125
203
$89.3K 0.01%
3,686
-557
204
$89.3K 0.01%
518
-775
205
$89K 0.01%
2,053
+579
206
$87K 0.01%
1,070
207
$85.1K 0.01%
108
-8
208
$84.4K 0.01%
208
-53
209
$83.5K 0.01%
2,693
-100
210
$77.7K 0.01%
811
211
$77K 0.01%
2,128
+200
212
$75.5K 0.01%
750
213
$72.8K 0.01%
1,471
214
$70.9K 0.01%
953
+16
215
$70.7K 0.01%
1,196
+371
216
$70.7K 0.01%
700
217
$69.9K 0.01%
340
+95
218
$68.4K 0.01%
854
+138
219
$67.9K 0.01%
175
-375
220
$67.9K 0.01%
1,570
-243
221
$67.2K 0.01%
1,291
-100
222
$66.1K 0.01%
+957
223
$65.9K 0.01%
503
224
$65.5K 0.01%
171
+8
225
$65.3K 0.01%
379
+64
7 8
9
10 11