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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$16.5M
3
+$12.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.29M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.35%
2 Consumer Staples 1.63%
3 Technology 0.64%
4 Utilities 0.57%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.21%
+21,377
27
$277K 0.2%
+3,200
28
$262K 0.19%
+3,068
29
$238K 0.18%
+4,515
30
$206K 0.15%
+1,853
31
$192K 0.14%
+1,746
32
$183K 0.13%
+4,009
33
$182K 0.13%
+4,862
34
$177K 0.13%
+4,000
35
$161K 0.12%
+2,391
36
$154K 0.11%
+4,390
37
$137K 0.1%
+3,977
38
$119K 0.09%
+393
39
$118K 0.09%
+1,050
40
$116K 0.09%
+4,367
41
$114K 0.08%
+4,277
42
$108K 0.08%
+1,777
43
$106K 0.08%
+578
44
$106K 0.08%
+1,067
45
$103K 0.08%
+3,330
46
$98K 0.07%
+2,665
47
$96K 0.07%
+2,135
48
$95K 0.07%
+3,928
49
$87K 0.06%
+3,593
50
$86K 0.06%
+4,000
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