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
26
$432K 0.22%
12,028
+660
27
$407K 0.21%
5,220
+100
28
$371K 0.19%
7,424
29
$361K 0.18%
3,200
30
$316K 0.16%
1,343
31
$266K 0.14%
4,009
32
$259K 0.13%
3,640
-443
33
$255K 0.13%
1,786
+263
34
$240K 0.12%
2,737
+150
35
$222K 0.11%
2,068
-887
36
$215K 0.11%
2,622
37
$214K 0.11%
1,920
38
$211K 0.11%
1,491
+100
39
$200K 0.1%
1,974
40
$199K 0.1%
4,000
41
$182K 0.09%
5,822
+4
42
$175K 0.09%
1,050
43
$163K 0.08%
8,790
44
$160K 0.08%
1,455
-697
45
$154K 0.08%
4,768
46
$141K 0.07%
2,400
47
$136K 0.07%
2,531
48
$123K 0.06%
1,562
49
$118K 0.06%
4,218
+635
50
$114K 0.06%
2,288
+6
1
2
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