FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+7.23%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$374M
AUM Growth
+$17.1M
(+4.8%)
Cap. Flow
-$3.07M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
67.13%
Holding
746
New
84
Increased
206
Reduced
125
Closed
68
Top Buys
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$24.2M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
+$16.9M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$5.62M |
| 4 |
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
|
+$5.14M |
| 5 |
SPDR S&P Emerging Asia Pacific ETF
GMF
|
+$3.56M |
Sector Composition
| 1 | Financials | 2.51% |
| 2 | Technology | 1.91% |
| 3 | Energy | 1.01% |
| 4 | Consumer Discretionary | 1% |
| 5 | Healthcare | 1% |
