FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
-8.49%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$148M
AUM Growth
-$65.9M
(-31%)
Cap. Flow
-$49.1M
Cap. Flow
% of AUM
-33.25%
Top 10 Holdings %
Top 10 Hldgs %
67.18%
Holding
345
New
22
Increased
44
Reduced
19
Closed
25
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$17M |
| 2 |
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
|
$3.19M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$3.18M |
| 4 |
Invesco KBW Regional Banking ETF
KBWR
|
$648K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$367K |
Top Sells
Sector Composition
| 1 | Financials | 6.45% |
| 2 | Energy | 5.11% |
| 3 | Consumer Staples | 1.54% |
| 4 | Technology | 0.59% |
| 5 | Consumer Discretionary | 0.58% |
