FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+2.18%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$213M
AUM Growth
+$32.3M
(+18%)
Cap. Flow
+$30.4M
Cap. Flow
% of AUM
14.25%
Top 10 Holdings %
Top 10 Hldgs %
76.22%
Holding
361
New
19
Increased
28
Reduced
26
Closed
34
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$41.8M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$35M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$6.29M |
| 4 |
Invesco Semiconductors ETF
PSI
|
+$3.46M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$2.65M |
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
+$41.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$6.5M |
| 3 |
iShares US Technology ETF
IYW
|
+$5.01M |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$3.54M |
| 5 |
SPDR S&P Emerging Asia Pacific ETF
GMF
|
+$3.2M |
Sector Composition
| 1 | Financials | 5.14% |
| 2 | Energy | 4.67% |
| 3 | Consumer Staples | 1.08% |
| 4 | Industrials | 0.48% |
| 5 | Technology | 0.42% |