FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+21.04%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$290M
AUM Growth
+$53.9M
(+23%)
Cap. Flow
+$21.1M
Cap. Flow
% of AUM
7.28%
Top 10 Holdings %
Top 10 Hldgs %
74.1%
Holding
655
New
323
Increased
159
Reduced
36
Closed
22
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$23.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$5.6M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$5.17M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$4.86M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$3.84M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$24.6M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$8.96M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$7.36M |
| 4 |
SPDR S&P Semiconductor ETF
XSD
|
+$1.94M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$1.66M |
Sector Composition
| 1 | Financials | 2.52% |
| 2 | Technology | 1.96% |
| 3 | Healthcare | 1.3% |
| 4 | Energy | 1.01% |
| 5 | Consumer Staples | 0.9% |
