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
101
$22K 0.01%
197
+15
102
$22K 0.01%
391
103
$22K 0.01%
245
104
$22K 0.01%
675
105
$21K 0.01%
200
106
$20K 0.01%
330
107
$19K 0.01%
200
108
$18K 0.01%
1,392
109
$18K 0.01%
300
110
$18K 0.01%
500
111
$18K 0.01%
360
112
$17K 0.01%
404
113
$17K 0.01%
300
114
$16K 0.01%
200
115
$15K 0.01%
200
116
$15K 0.01%
1,600
+600
117
$15K 0.01%
460
118
$15K 0.01%
352
119
$15K 0.01%
500
120
$15K 0.01%
910
121
$14K 0.01%
496
122
$14K 0.01%
500
123
$14K 0.01%
315
124
$14K 0.01%
2,199
125
$13K 0.01%
264
3 4
5
6 7