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
76
$38K 0.03%
+986
77
$37K 0.03%
+2,854
78
$37K 0.03%
+1,508
79
$37K 0.03%
+2,694
80
$37K 0.03%
+1,299
81
$35K 0.03%
+1,045
82
$34K 0.03%
+178
83
$34K 0.03%
+1,231
84
$33K 0.02%
+846
85
$33K 0.02%
+751
86
$32K 0.02%
+1,027
87
$32K 0.02%
+391
88
$31K 0.02%
+1,375
89
$30K 0.02%
+2,000
90
$29K 0.02%
+1,549
91
$27K 0.02%
+301
92
$26K 0.02%
+1,400
93
$26K 0.02%
+2,828
94
$26K 0.02%
+460
95
$25K 0.02%
+1,000
96
$25K 0.02%
+3,240
97
$25K 0.02%
+398
98
$24K 0.02%
+750
99
$24K 0.02%
+240
100
$24K 0.02%
+550
2 3
4
5 6