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
$1.46B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$16.3M
3 +$11.8M
4
CMCSA icon
Comcast
CMCSA
+$10.9M
5
TRU icon
TransUnion
TRU
+$10.1M

Top Sells

1 +$8.57M
2 +$4.93M
3 +$4.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.67M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.37M

Sector Composition

1 Technology 17.05%
2 Financials 12.83%
3 Healthcare 9.6%
4 Industrials 6.54%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-8,371