FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+4.31%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$195M
AUM Growth
+$47.2M
(+32%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
23.18%
Top 10 Holdings %
Top 10 Hldgs %
70%
Holding
338
New
19
Increased
43
Reduced
19
Closed
39
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$36.1M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$14.1M |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$11.9M |
| 4 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$5.93M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$4.14M |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
+$17.2M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$10.2M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.71M |
| 4 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
+$2.86M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$2.18M |
Sector Composition
| 1 | Financials | 5.36% |
| 2 | Energy | 3.88% |
| 3 | Consumer Staples | 1.19% |
| 4 | Industrials | 0.53% |
| 5 | Technology | 0.46% |
