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FMA Advisory Portfolio holdings

AUM $268M
1-Year Est. Return 30.8%
This Fund
S&P 500
This Quarter Est. Return
0%
1 Year Est. Return
+30.8%
3 Year Est. Return
+46.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow %
100%
Top 10 Hldgs %
85.86%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

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FMA Advisory's Q1 2016 Portfolio in Review

Q1 2016 is the first quarter with a 13F filing on record for FMA Advisory, which disclosed 129 positions worth $179M. Its ten largest holdings account for 86% of the portfolio.

  • FMA Advisory's ten largest holdings make up 86% of its $179M portfolio in Q1 2016.
  • FMA Advisory disclosed 129 positions in Q1 2016, its first 13F filing on record.

Based on FMA Advisory's 13F filing for Q1 2016, filed 16 May 2016.