FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
-0.38%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$214M
AUM Growth
+$214M
(+0.08%)
Cap. Flow
+$1.09M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
73.75%
Holding
345
New
20
Increased
33
Reduced
24
Closed
24
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$41.9M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$6.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.37M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$3.38M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$3.29M |
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$41.8M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$12.7M |
| 3 |
SPDR S&P Transportation ETF
XTN
|
$3.64M |
| 4 |
Schwab US REIT ETF
SCHH
|
$3.6M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$3.13M |
Sector Composition
| 1 | Financials | 4.96% |
| 2 | Energy | 4.79% |
| 3 | Consumer Staples | 1.06% |
| 4 | Technology | 0.46% |
| 5 | Consumer Discretionary | 0.43% |
