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
251
$1K ﹤0.01%
8
252
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50
-1,117
253
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56
254
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27
255
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390
256
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195
257
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80
258
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22
+1
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21
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+15
261
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100
262
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$0 ﹤0.01%
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266
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267
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274
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275
$0 ﹤0.01%
2
9 10
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12 13