FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$2.85M
3
+$2.02M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.42M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$905K

Top Sells

1
+$46.1M
2
+$3.11M
3
+$2.4M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$988K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$943K

Sector Composition

1 Energy 4.96%
2 Financials 1.05%
3 Industrials 0.64%
4 Technology 0.62%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
69
227
$3K ﹤0.01%
+85
228
$3K ﹤0.01%
+19
229
$3K ﹤0.01%
149
230
$3K ﹤0.01%
242
231
$3K ﹤0.01%
424
-8
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$3K ﹤0.01%
40
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$3K ﹤0.01%
288
234
$3K ﹤0.01%
56
235
$2K ﹤0.01%
118
-39
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$2K ﹤0.01%
15
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$2K ﹤0.01%
85
238
$2K ﹤0.01%
100
239
$2K ﹤0.01%
14
240
$2K ﹤0.01%
41
241
$2K ﹤0.01%
200
242
$2K ﹤0.01%
130
243
$2K ﹤0.01%
73
244
$2K ﹤0.01%
520
-882
245
$1K ﹤0.01%
240
246
$1K ﹤0.01%
2
247
$1K ﹤0.01%
50
248
$1K ﹤0.01%
17
249
$1K ﹤0.01%
30
250
$1K ﹤0.01%
205
8 9
10
11 12