FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
-13.97%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$236M
AUM Growth
-$66.1M
(-22%)
Cap. Flow
-$8.34M
Cap. Flow
% of AUM
-3.54%
Top 10 Holdings %
Top 10 Hldgs %
78.32%
Holding
400
New
35
Increased
47
Reduced
52
Closed
71
Top Buys
| 1 |
ProShares Short S&P500
SH
|
+$30.4M |
| 2 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$6.95M |
| 3 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$6.93M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$6.3M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$6.22M |
Top Sells
Sector Composition
| 1 | Financials | 1.73% |
| 2 | Technology | 0.94% |
| 3 | Energy | 0.81% |
| 4 | Utilities | 0.52% |
| 5 | Healthcare | 0.48% |
