FMP

Financial Management Professionals Portfolio holdings

AUM $892M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$6.5M
3
+$6.5M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.5M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.43M

Top Sells

1
+$41.8M
2
+$12.7M
3
+$3.64M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.42M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.2M

Sector Composition

1 Financials 4.96%
2 Energy 4.79%
3 Consumer Staples 1.06%
4 Technology 0.46%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+27
227
$1K ﹤0.01%
21
228
$1K ﹤0.01%
40
229
$1K ﹤0.01%
110
+2
230
$1K ﹤0.01%
73
231
$1K ﹤0.01%
51
232
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-205,886
233
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0
234
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235
$0 ﹤0.01%
7
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238
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239
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244
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249
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– –
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