FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+1.44%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$729M
AUM Growth
+$50.1M
(+7.4%)
Cap. Flow
+$38.6M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
58.38%
Holding
1,094
New
49
Increased
298
Reduced
195
Closed
110
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
+$38.8M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$16.7M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$8.59M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$6.84M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$6.06M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$23.6M |
| 2 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$15.3M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
+$7.21M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$6.96M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$6.93M |
Sector Composition
| 1 | Technology | 2.81% |
| 2 | Financials | 1.81% |
| 3 | Energy | 1.13% |
| 4 | Healthcare | 1.04% |
| 5 | Consumer Discretionary | 0.8% |
