FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
+3.93%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$190M
AUM Growth
+$190M
(-1.6%)
Cap. Flow
-$7.27M
Cap. Flow
% of AUM
-3.83%
Top 10 Holdings %
Top 10 Hldgs %
75.86%
Holding
512
New
209
Increased
75
Reduced
29
Closed
24
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$25.8M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$9.15M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.66M |
| 4 |
Invesco Dorsey Wright Utilities Momentum ETF
PUI
|
$4.77M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$3.57M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$26.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$14.1M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.6M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.21M |
| 5 |
Main Street Capital
MAIN
|
$3.4M |
Sector Composition
| 1 | Energy | 4.74% |
| 2 | Consumer Staples | 1.35% |
| 3 | Financials | 1% |
| 4 | Industrials | 0.55% |
| 5 | Technology | 0.55% |
