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
151
-74,188
152
-8,767