FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+7.56%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$489M
AUM Growth
+$51.9M
(+12%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
57.14%
Holding
1,160
New
110
Increased
252
Reduced
195
Closed
122
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$20.6M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$13.4M |
| 3 |
iShares Currency Hedged MSCI Japan ETF
HEWJ
|
$8.51M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.66M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.68M |
Sector Composition
| 1 | Financials | 2.19% |
| 2 | Technology | 2.04% |
| 3 | Healthcare | 1.38% |
| 4 | Energy | 1.36% |
| 5 | Consumer Staples | 0.86% |
