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
$214M
AUM Growth
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$6.39M
3
+$6.37M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.38M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.29M

Top Sells

1
+$41.8M
2
+$12.7M
3
+$3.64M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.6M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.13M

Sector Composition

1 Financials 4.96%
2 Energy 4.79%
3 Consumer Staples 1.06%
4 Technology 0.46%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 0.3%
+6,425
27
$632K 0.3%
6,900
-717
28
$571K 0.27%
8,830
29
$439K 0.21%
11,000
-20
30
$344K 0.16%
3,582
+1,067
31
$331K 0.15%
10,576
+4
32
$262K 0.12%
6,828
33
$256K 0.12%
3,200
34
$231K 0.11%
2,095
35
$223K 0.1%
3,296
-319
36
$218K 0.1%
1,713
37
$196K 0.09%
4,009
38
$173K 0.08%
2,828
+11
39
$168K 0.08%
2,391
40
$167K 0.08%
4,000
41
$165K 0.08%
3,390
42
$157K 0.07%
3,583
+2,000
43
$151K 0.07%
4,768
44
$143K 0.07%
8,040
45
$142K 0.07%
1,050
46
$125K 0.06%
1,562
47
$107K 0.05%
4,018
+5
48
$106K 0.05%
1,240
-60
49
$104K 0.05%
4,267
50
$101K 0.05%
3,335
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