FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
-12.67%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$412M
AUM Growth
-$49.1M
(-11%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
57.33%
Holding
1,197
New
109
Increased
331
Reduced
242
Closed
170
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
+$9.05M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$8.78M |
| 3 |
ProShares Short S&P500
SH
|
+$8.64M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$3.41M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$3.22M |
Top Sells
| 1 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
+$13.1M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
+$9.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$6.76M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
+$2.97M |
| 5 |
SPDR Dow Jones REIT ETF
RWR
|
+$2.62M |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Financials | 2.22% |
| 3 | Healthcare | 1.48% |
| 4 | Energy | 1.33% |
| 5 | Consumer Staples | 0.89% |
