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
$1.24B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.4M
3
+$10.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.96M
5
BND icon
Vanguard Total Bond Market
BND
+$6.24M

Top Sells

1
+$27.1M
2
+$8.13M
3
+$6.72M
4
IR icon
Ingersoll Rand
IR
+$3.23M
5
BSX icon
Boston Scientific
BSX
+$2.7M

Sector Composition

1 Technology 15.33%
2 Financials 13.31%
3 Healthcare 9.18%
4 Industrials 8.02%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.93M 0.24%
22,102
102
$2.8M 0.23%
16,051
103
$2.76M 0.22%
48,000
+23,000
104
$2.76M 0.22%
80,345
105
$2.45M 0.2%
11,359
106
$2.38M 0.19%
34,300
-15,500
107
$2.3M 0.19%
8,767
108
$2.24M 0.18%
22,840
-11,208
109
$2.05M 0.17%
11,730
+6,769
110
$1.97M 0.16%
11,462
+524
111
$1.97M 0.16%
11,882
-244
112
$1.96M 0.16%
8,328
113
$1.89M 0.15%
4,069
-808
114
$1.64M 0.13%
+10,000
115
$1.58M 0.13%
5,892
-8,423
116
$1.51M 0.12%
9,718
-4,055
117
$1.39M 0.11%
12,000
-58,000
118
$1.33M 0.11%
5,787
119
$1.22M 0.1%
3,917
-1,500
120
$1.22M 0.1%
12,805
-34,007
121
$1.12M 0.09%
4,380
+1,106
122
$1.08M 0.09%
18,356
+3,321
123
$1.01M 0.08%
3,540
-470
124
$1M 0.08%
+32,931
125
$902K 0.07%
+11,297
2 3 4
5
6