FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+5.5%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$598M
AUM Growth
+$79.6M
(+15%)
Cap. Flow
+$62.7M
Cap. Flow
% of AUM
10.48%
Top 10 Holdings %
Top 10 Hldgs %
54.83%
Holding
1,199
New
95
Increased
273
Reduced
191
Closed
179
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$35.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$18.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$17.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$12.6M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$8.66M |
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
+$31.9M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$19.8M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$8.97M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.12M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$5.9M |
Sector Composition
| 1 | Financials | 2.55% |
| 2 | Technology | 2.44% |
| 3 | Healthcare | 1.25% |
| 4 | Energy | 1.14% |
| 5 | Consumer Discretionary | 0.82% |
