FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
+2.96%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$196M
AUM Growth
+$196M
(+2.2%)
Cap. Flow
-$2.26M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
75.72%
Holding
389
New
54
Increased
47
Reduced
24
Closed
66
Top Buys
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$43.6M |
| 2 |
SPDR S&P Transportation ETF
XTN
|
$2.86M |
| 3 |
Vanguard Financials ETF
VFH
|
$2.03M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$1.42M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$905K |
Top Sells
Sector Composition
| 1 | Energy | 4.96% |
| 2 | Financials | 1.05% |
| 3 | Industrials | 0.65% |
| 4 | Technology | 0.62% |
| 5 | Consumer Staples | 0.57% |
