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
76
$39K 0.02%
1,500
77
$38K 0.02%
600
78
$38K 0.02%
1,304
79
$38K 0.02%
974
80
$36K 0.02%
975
81
$35K 0.02%
3,240
82
$35K 0.02%
671
-71
83
$34K 0.02%
750
84
$34K 0.02%
+1,400
85
$33K 0.02%
289
-39
86
$31K 0.01%
1,400
87
$31K 0.01%
329
88
$30K 0.01%
1,340
-733
89
$29K 0.01%
1,207
90
$27K 0.01%
2,828
91
$27K 0.01%
242
92
$27K 0.01%
865
93
$26K 0.01%
400
94
$26K 0.01%
1,000
95
$25K 0.01%
638
+2
96
$25K 0.01%
592
97
$25K 0.01%
240
98
$23K 0.01%
1,000
99
$23K 0.01%
632
100
$23K 0.01%
116
+29
2 3
4
5 6