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
51
$101K 0.05%
1,067
52
$98K 0.05%
3,593
53
$96K 0.04%
5,568
54
$90K 0.04%
4,000
55
$86K 0.04%
972
56
$85K 0.04%
547
+3
57
$85K 0.04%
393
58
$78K 0.04%
1,200
59
$71K 0.03%
416
60
$66K 0.03%
6,000
61
$63K 0.03%
4,432
62
$60K 0.03%
1,829
63
$58K 0.03%
2,430
64
$58K 0.03%
2,475
65
$56K 0.03%
1,000
66
$54K 0.03%
489
67
$54K 0.03%
614
68
$52K 0.02%
918
69
$49K 0.02%
+846
70
$48K 0.02%
2,854
71
$46K 0.02%
1,200
72
$45K 0.02%
1,140
-100
73
$43K 0.02%
356
74
$40K 0.02%
600
75
$39K 0.02%
1,549
1 2
3
4 5