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
101
$23K 0.02%
+391
102
$23K 0.02%
+356
103
$21K 0.02%
+250
104
$21K 0.02%
+675
105
$20K 0.01%
+1,574
106
$20K 0.01%
+600
107
$20K 0.01%
+867
108
$19K 0.01%
+200
109
$19K 0.01%
+910
110
$18K 0.01%
+187
111
$18K 0.01%
+523
112
$18K 0.01%
+272
113
$18K 0.01%
+209
114
$18K 0.01%
+300
115
$17K 0.01%
+429
116
$17K 0.01%
+375
117
$16K 0.01%
+633
118
$16K 0.01%
+300
119
$16K 0.01%
+100
120
$15K 0.01%
+404
121
$15K 0.01%
+1,580
122
$14K 0.01%
+287
123
$14K 0.01%
+306
124
$13K 0.01%
+496
125
$12K 0.01%
+3,920
3 4
5
6 7