FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+2.76%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$146M
AUM Growth
-$2.69M
(-1.8%)
Cap. Flow
-$4.34M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
68.02%
Holding
319
New
13
Increased
29
Reduced
14
Closed
28
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$23.8M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$13.9M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$5.72M |
| 4 |
Forum Energy Technologies
FET
|
+$4.96M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$4.79M |
Top Sells
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
+$41.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$12.4M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.91M |
| 4 |
iShares Global Consumer Discretionary ETF
RXI
|
+$2.71M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$2.64M |
Sector Composition
| 1 | Energy | 9.45% |
| 2 | Consumer Staples | 1.41% |
| 3 | Technology | 0.64% |
| 4 | Industrials | 0.56% |
| 5 | Consumer Discretionary | 0.54% |
