FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+4.89%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$237M
AUM Growth
+$8.85M
(+3.9%)
Cap. Flow
-$982K
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
78.59%
Holding
291
New
13
Increased
26
Reduced
21
Closed
16
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$32M |
| 2 |
Invesco Global Listed Private Equity ETF
PSP
|
$3.21M |
| 3 |
SPDR S&P Health Care Equipment ETF
XHE
|
$2.78M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.74M |
| 5 |
Tesla
TSLA
|
$105K |
Sector Composition
| 1 | Energy | 3.43% |
| 2 | Financials | 0.84% |
| 3 | Industrials | 0.52% |
| 4 | Technology | 0.51% |
| 5 | Consumer Staples | 0.47% |
