FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
-0.03%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.71%
Holding
309
New
292
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$38.4M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$16.5M |
| 3 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$12.3M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$7.29M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$6.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.35% |
| 2 | Consumer Staples | 1.63% |
| 3 | Technology | 0.64% |
| 4 | Utilities | 0.57% |
| 5 | Consumer Discretionary | 0.51% |
