FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
326
– –
-300
327
$0 ﹤0.01%
51
328
$0 ﹤0.01%
9
329
$0 ﹤0.01%
34
330
$0 ﹤0.01%
11
331
$0 ﹤0.01%
13
332
$0 ﹤0.01%
150
333
$0 ﹤0.01%
185
334
– –
-6
335
$0 ﹤0.01%
7
336
$0 ﹤0.01%
2
10 11 12 13
14