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
126
$1.24M 0.1%
4,401
+1,189
127
$1.19M 0.09%
5,829
+42
128
$1.12M 0.09%
+20,000
129
$985K 0.08%
3,170
-370
130
$820K 0.06%
15,528
-2,828
131
$778K 0.06%
9,800
+1,150
132
$760K 0.06%
2,398
-1,519
133
$742K 0.06%
+10,083
134
$714K 0.06%
3,258
-1,122
135
$616K 0.05%
+743
136
$552K 0.04%
700
-80
137
$485K 0.04%
8,548
-1,020
138
$482K 0.04%
2,410
-1,640
139
$247K 0.02%
5,950
-1,270
140
$187K 0.01%
+3,800
141
$99.7K 0.01%
2,061
-111
142
$40.7K ﹤0.01%
8,084
143
$38K ﹤0.01%
100
144
– –
-7,852
145
– –
-12,506
146
– –
-17,891
147
– –
-12,805
148
– –
-1,524
149
– –
-9,914
150
– –
-32,931
3 4 5
6
7