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
51
$114K 0.06%
4,144
52
$112K 0.06%
4,097
53
$111K 0.06%
5,568
54
$97K 0.05%
2,999
-1,553
55
$94K 0.05%
568
+3
56
$90K 0.05%
727
57
$88K 0.04%
2,440
-100
58
$88K 0.04%
4,000
59
$84K 0.04%
2,600
60
$82K 0.04%
1,955
+125
61
$73K 0.04%
1,000
62
$71K 0.04%
1,153
63
$71K 0.04%
416
64
$68K 0.03%
1,862
65
$67K 0.03%
2,854
66
$66K 0.03%
1,003
+150
67
$65K 0.03%
1,100
68
$64K 0.03%
3,000
-1,267
69
$64K 0.03%
935
-67
70
$64K 0.03%
972
71
$63K 0.03%
1,427
72
$58K 0.03%
489
73
$58K 0.03%
356
74
$55K 0.03%
1,740
75
$55K 0.03%
2,319
1 2
3
4 5