FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+8.51%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$280M
AUM Growth
-$9.56M
(-3.3%)
Cap. Flow
-$34.1M
Cap. Flow
% of AUM
-12.16%
Top 10 Holdings %
Top 10 Hldgs %
70.28%
Holding
676
New
43
Increased
113
Reduced
123
Closed
41
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
+$22.5M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.96M |
| 3 |
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
|
+$4.35M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.9M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
+$2.43M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$26M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$20.3M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$9.52M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$5.33M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$4.48M |
Sector Composition
| 1 | Financials | 2.67% |
| 2 | Technology | 2.2% |
| 3 | Healthcare | 1.28% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Consumer Staples | 0.97% |
