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
76
$5.43M 0.43%
318,181
+54,660
77
$5.27M 0.41%
288,822
+112,795
78
$5.08M 0.4%
128,352
+935
79
$4.99M 0.39%
118,859
+12,856
80
$4.95M 0.39%
50,522
-8,990
81
$4.93M 0.39%
8,690
+45
82
$4.9M 0.38%
55,022
-8,147
83
$4.85M 0.38%
29,662
+17,932
84
$4.83M 0.38%
22,784
+118
85
$4.81M 0.38%
16,338
-780
86
$4.79M 0.38%
+81,257
87
$4.71M 0.37%
20,658
-35,936
88
$4.61M 0.36%
61,317
+20,808
89
$4.53M 0.35%
3,335
+945
90
$4.48M 0.35%
+20,758
91
$4.18M 0.33%
58,400
-27,500
92
$4.05M 0.32%
9,100
+47
93
$4.02M 0.31%
129,302
+942
94
$4M 0.31%
20,140
+4,089
95
$3.8M 0.3%
17,825
+130
96
$3.78M 0.3%
409,255
+54,673
97
$3.57M 0.28%
48,366
+37,069
98
$3.49M 0.27%
15,621
+114
99
$3.49M 0.27%
34,961
+255
100
$3.49M 0.27%
10,437
+54
2 3
4
5 6