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
126
$16K 0.01%
+200
127
$16K 0.01%
352
128
$16K 0.01%
2,200
+100
129
$16K 0.01%
910
130
$16K 0.01%
+200
131
$15K 0.01%
200
132
$15K 0.01%
+330
133
$15K 0.01%
+1,512
134
$15K 0.01%
+275
135
$14K 0.01%
+135
136
$14K 0.01%
+150
137
$14K 0.01%
1,087
138
$14K 0.01%
568
139
$14K 0.01%
474
140
$14K 0.01%
467
+267
141
$13K 0.01%
+36
142
$13K 0.01%
925
143
$13K 0.01%
800
144
$13K 0.01%
1,251
-12
145
$12K 0.01%
830
146
$12K 0.01%
200
147
$12K 0.01%
500
148
$12K 0.01%
166
149
$12K 0.01%
+100
150
$11K 0.01%
+100
4 5
6
7 8