FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
+2.28%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$181M
AUM Growth
+$181M
(+24%)
Cap. Flow
+$32.5M
Cap. Flow
% of AUM
17.95%
Top 10 Holdings %
Top 10 Hldgs %
69.1%
Holding
368
New
66
Increased
38
Reduced
10
Closed
26
Top Buys
| 1 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$13.1M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$9.4M |
| 3 |
FS KKR Capital
FSK
|
$4.22M |
| 4 |
Main Street Capital
MAIN
|
$4.07M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$4.03M |
Top Sells
Sector Composition
| 1 | Energy | 5.94% |
| 2 | Financials | 5.54% |
| 3 | Consumer Staples | 1.28% |
| 4 | Industrials | 0.57% |
| 5 | Technology | 0.54% |
