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
$146M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$13.9M
3 +$5.72M
4
FET icon
Forum Energy Technologies
FET
+$4.96M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.79M

Sector Composition

1 Energy 9.45%
2 Consumer Staples 1.41%
3 Technology 0.64%
4 Industrials 0.56%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
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1,000
254
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300
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150
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5
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$0 ﹤0.01%
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