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
$196M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$2.94M
3
+$2.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$889K

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
+$930K

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
251
$1K ﹤0.01%
30
252
$1K ﹤0.01%
205
253
$1K ﹤0.01%
8
254
$1K ﹤0.01%
50
-1,117
255
$1K ﹤0.01%
56
256
$1K ﹤0.01%
27
257
$1K ﹤0.01%
390
258
$1K ﹤0.01%
195
259
$1K ﹤0.01%
80
260
$1K ﹤0.01%
22
+1
261
$1K ﹤0.01%
21
262
$1K ﹤0.01%
29
263
$1K ﹤0.01%
20
264
$1K ﹤0.01%
23
265
– –
-27,127
266
– –
-38
267
$0 ﹤0.01%
27
268
– –
-1,100
269
– –
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270
$0 ﹤0.01%
20
271
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272
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-38
273
– –
-251
274
$0 ﹤0.01%
15
275
– –
-500
9 10
11
12 13