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
151
$9K ﹤0.01%
300
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50
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-661
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$6K ﹤0.01%
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$6K ﹤0.01%
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400
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$6K ﹤0.01%
112
+1
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$6K ﹤0.01%
661
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$6K ﹤0.01%
1,402
170
$5K ﹤0.01%
30
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$5K ﹤0.01%
146
172
$5K ﹤0.01%
132
173
$5K ﹤0.01%
183
174
$5K ﹤0.01%
83
175
$5K ﹤0.01%
55
-50
5 6
7
8 9