FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
-3.63%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$461M
AUM Growth
-$10.7M
(-2.3%)
Cap. Flow
+$9.2M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
56.83%
Holding
1,197
New
186
Increased
403
Reduced
111
Closed
111
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$23.3M |
| 2 |
iShares MSCI Canada ETF
EWC
|
$10.3M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$8.9M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.36M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$3.63M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.9M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$10.5M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$10.4M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.07M |
| 5 |
iShares US Technology ETF
IYW
|
$4.7M |
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Financials | 2.41% |
| 3 | Healthcare | 1.32% |
| 4 | Energy | 1.2% |
| 5 | Consumer Discretionary | 0.98% |
