FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
This Quarter Return
+3.5%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$246M
AUM Growth
+$246M
(+27%)
Cap. Flow
+$48M
Cap. Flow
% of AUM
19.53%
Top 10 Holdings %
Top 10 Hldgs %
76.25%
Holding
355
New
41
Increased
37
Reduced
22
Closed
79
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$37.4M |
| 2 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
$10.5M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$4.51M |
| 4 |
iShares US Home Construction ETF
ITB
|
$3.6M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$3.11M |
Sector Composition
| 1 | Energy | 3.14% |
| 2 | Financials | 0.83% |
| 3 | Technology | 0.75% |
| 4 | Industrials | 0.46% |
| 5 | Healthcare | 0.45% |
