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
51
$81K 0.06%
+20,000
52
$77K 0.06%
+5,568
53
$75K 0.06%
+2,413
54
$74K 0.05%
+957
55
$73K 0.05%
+492
56
$69K 0.05%
+1,200
57
$68K 0.05%
+1,148
58
$67K 0.05%
+1,000
59
$63K 0.05%
+1,101
60
$62K 0.05%
+2,599
61
$62K 0.05%
+2,487
62
$60K 0.04%
+918
63
$60K 0.04%
+972
64
$58K 0.04%
+1,200
65
$58K 0.04%
+489
66
$54K 0.04%
+7,500
67
$52K 0.04%
+2,879
68
$50K 0.04%
+974
69
$46K 0.03%
+766
70
$42K 0.03%
+2,000
71
$40K 0.03%
+3,594
72
$40K 0.03%
+2,430
73
$40K 0.03%
+1,369
74
$40K 0.03%
+180
75
$39K 0.03%
+795
1 2
3
4 5