FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
-13.33%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$160M
AUM Growth
+$160M
(-38%)
Cap. Flow
-$56M
Cap. Flow
% of AUM
-34.9%
Top 10 Holdings %
Top 10 Hldgs %
81.5%
Holding
342
New
42
Increased
35
Reduced
21
Closed
47
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$28.1M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$7.7M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.65M |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
$3.27M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.21M |
Top Sells
Sector Composition
| 1 | Energy | 2.91% |
| 2 | Financials | 1.36% |
| 3 | Technology | 1.04% |
| 4 | Industrials | 0.94% |
| 5 | Healthcare | 0.88% |
