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
101
$24K 0.01%
218
+126
102
$24K 0.01%
2,828
103
$24K 0.01%
1,150
+800
104
$24K 0.01%
600
105
$24K 0.01%
378
+226
106
$23K 0.01%
1,000
107
$22K 0.01%
+175
108
$22K 0.01%
170
+70
109
$22K 0.01%
200
110
$22K 0.01%
675
111
$21K 0.01%
+500
112
$20K 0.01%
375
-2
113
$20K 0.01%
404
114
$19K 0.01%
496
115
$19K 0.01%
460
116
$19K 0.01%
+600
117
$19K 0.01%
198
+110
118
$18K 0.01%
+150
119
$18K 0.01%
+500
120
$18K 0.01%
450
121
$18K 0.01%
300
122
$17K 0.01%
304
+1
123
$17K 0.01%
280
124
$16K 0.01%
+100
125
$16K 0.01%
+125
3 4
5
6 7