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
126
$13K 0.01%
85
127
$13K 0.01%
338
128
$13K 0.01%
96
129
$12K 0.01%
200
130
$12K 0.01%
200
131
$12K 0.01%
150
132
$12K 0.01%
830
133
$12K 0.01%
925
134
$12K 0.01%
166
135
$11K 0.01%
1,000
136
$11K 0.01%
106
137
$11K 0.01%
+5
138
$10K ﹤0.01%
1,960
-35
139
$10K ﹤0.01%
200
140
$10K ﹤0.01%
242
141
$10K ﹤0.01%
400
-1
142
$10K ﹤0.01%
131
143
$10K ﹤0.01%
500
144
$9K ﹤0.01%
350
145
$9K ﹤0.01%
700
146
$9K ﹤0.01%
460
147
$9K ﹤0.01%
150
148
$9K ﹤0.01%
282
-4
149
$9K ﹤0.01%
784
150
$9K ﹤0.01%
1,100
+200
4 5
6
7 8