FMP
Financial Management Professionals Portfolio holdings
AUM
$889M
1-Year Return
14.98%
This Quarter Return
+12.6%
1 Year Return
+14.98%
3 Year Return
+51.44%
5 Year Return
+94.43%
10 Year Return
+201.55%
AUM
$249M
AUM Growth
+$88.4M
(+55%)
Cap. Flow
+$68.3M
Cap. Flow
% of AUM
27.43%
Top 10 Holdings %
Top 10 Hldgs %
79.17%
Holding
318
New
23
Increased
24
Reduced
33
Closed
23
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$20.7M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$8.37M |
| 3 |
Schwab US REIT ETF
SCHH
|
+$4.3M |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
+$3.27M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$3.21M |
Sector Composition
| 1 | Energy | 2.18% |
| 2 | Financials | 0.91% |
| 3 | Technology | 0.75% |
| 4 | Industrials | 0.63% |
| 5 | Healthcare | 0.48% |
