FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
+17.32%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$357M
AUM Growth
+$357M
(+27%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
9.61%
Top 10 Holdings %
Top 10 Hldgs %
69.02%
Holding
701
New
69
Increased
166
Reduced
136
Closed
40
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$38.5M |
| 2 |
Fidelity High Yield Factor ETF
FDHY
|
$16.6M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$15.8M |
| 4 |
SPDR S&P Emerging Asia Pacific ETF
GMF
|
$3.78M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$2M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$34.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$4.39M |
| 3 |
Invesco WilderHill Clean Energy ETF
PBW
|
$4.31M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.59M |
| 5 |
ARK Web x.0 ETF
ARKW
|
$2.27M |
Sector Composition
| 1 | Financials | 2.48% |
| 2 | Technology | 2% |
| 3 | Consumer Discretionary | 1.04% |
| 4 | Healthcare | 1.02% |
| 5 | Industrials | 0.96% |