FDP

Financiere des Professionnels Portfolio holdings

AUM $1.74B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$8.57M
4
CRM icon
Salesforce
CRM
+$8.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$6.64M

Top Sells

1
+$26.9M
2
+$8.2M
3
+$8.18M
4
APH icon
Amphenol
APH
+$5.27M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.44M

Sector Composition

1 Technology 16.11%
2 Financials 13.1%
3 Healthcare 8.41%
4 Industrials 6.9%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.91%
101,200
+89,200
27
$11.5M 0.9%
318,900
-20,300
28
$11.4M 0.89%
122,750
29
$11M 0.86%
269,293
+1,961
30
$11M 0.86%
52,693
-8,042
31
$10.9M 0.85%
34,274
-5,507
32
$10.8M 0.84%
65,800
+17,300
33
$10.6M 0.83%
152,589
+34,760
34
$10.5M 0.82%
99,880
+519
35
$10.3M 0.8%
269,147
+444
36
$10.2M 0.8%
153,605
+1,119
37
$10.1M 0.79%
30,889
+225
38
$10M 0.78%
79,602
+413
39
$9.9M 0.77%
45,330
+235
40
$9.75M 0.76%
66,765
+14,600
41
$9.02M 0.71%
79,065
+576
42
$9M 0.7%
33,094
+241
43
$8.93M 0.7%
46,446
+8,731
44
$8.84M 0.69%
136,542
+995
45
$8.57M 0.67%
+74,900
46
$8.57M 0.67%
110,750
+42,651
47
$8.48M 0.66%
19,909
+2,006
48
$8.3M 0.65%
122,896
-78,044
49
$8.3M 0.65%
134,500
+65,000
50
$8.28M 0.65%
+32,338
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