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
76
$54K 0.03%
675
77
$52K 0.03%
1,549
78
$51K 0.03%
423
+2
79
$50K 0.03%
3,240
80
$42K 0.02%
1,787
81
$41K 0.02%
1,700
82
$40K 0.02%
920
+400
83
$40K 0.02%
614
84
$39K 0.02%
1,090
85
$35K 0.02%
400
86
$34K 0.02%
1,422
87
$34K 0.02%
372
88
$32K 0.02%
1,200
89
$31K 0.02%
555
+195
90
$29K 0.01%
1,686
+286
91
$29K 0.01%
+475
92
$28K 0.01%
240
93
$28K 0.01%
250
+150
94
$28K 0.01%
196
95
$27K 0.01%
632
96
$26K 0.01%
389
97
$26K 0.01%
613
+275
98
$26K 0.01%
+561
99
$26K 0.01%
592
100
$26K 0.01%
+175
2 3
4
5 6