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
51
$7.89M 0.62%
133,000
+85,000
52
$7.72M 0.6%
30,221
+220
53
$7.25M 0.57%
260,610
+38,158
54
$7.2M 0.56%
68,008
+20,049
55
$7.2M 0.56%
39,984
+291
56
$7.12M 0.56%
425,000
57
$7.12M 0.56%
15,949
+83
58
$7.07M 0.55%
13,248
-403
59
$7.05M 0.55%
83,670
+13,286
60
$6.87M 0.54%
90,321
+469
61
$6.67M 0.52%
30,700
+27,700
62
$6.64M 0.52%
165,000
63
$6.41M 0.5%
83,745
-51,868
64
$6.39M 0.5%
42,932
+313
65
$6.29M 0.49%
17,185
+89
66
$6.23M 0.49%
23,751
67
$6.11M 0.48%
48,937
+9,481
68
$6.03M 0.47%
41,763
-14,458
69
$5.93M 0.46%
37,088
+193
70
$5.91M 0.46%
84,098
+437
71
$5.84M 0.46%
60,869
+316
72
$5.84M 0.46%
24,289
+126
73
$5.75M 0.45%
52,202
-9,623
74
$5.56M 0.44%
24,654
+180
75
$5.47M 0.43%
36,484
+189
1 2
3
4 5