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
151
$8K 0.01%
+69
152
$8K 0.01%
+200
153
$8K 0.01%
+1,000
154
$7K 0.01%
+150
155
$7K 0.01%
+135
156
$6K ﹤0.01%
+750
157
$6K ﹤0.01%
+600
158
$6K ﹤0.01%
+150
159
$6K ﹤0.01%
+132
160
$6K ﹤0.01%
+83
161
$6K ﹤0.01%
+146
162
$6K ﹤0.01%
+200
163
$6K ﹤0.01%
+215
164
$6K ﹤0.01%
+96
165
$6K ﹤0.01%
+122
166
$6K ﹤0.01%
+112
167
$6K ﹤0.01%
+100
168
$5K ﹤0.01%
+360
169
$5K ﹤0.01%
+143
170
$5K ﹤0.01%
+200
171
$5K ﹤0.01%
+75
172
$5K ﹤0.01%
+400
173
$5K ﹤0.01%
+505
174
$5K ﹤0.01%
+280
175
$5K ﹤0.01%
+116
5 6
7
8 9