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
151
$11K 0.01%
+100
152
$11K 0.01%
1,000
153
$11K 0.01%
632
154
$11K 0.01%
784
155
$11K 0.01%
+300
156
$11K 0.01%
+120
157
$11K 0.01%
+200
158
$11K 0.01%
157
159
$11K 0.01%
+75
160
$10K 0.01%
262
161
$10K 0.01%
+50
162
$10K 0.01%
+150
163
$10K 0.01%
112
164
$10K 0.01%
376
+225
165
$10K 0.01%
350
166
$10K 0.01%
+325
167
$9K ﹤0.01%
150
+145
168
$9K ﹤0.01%
+175
169
$9K ﹤0.01%
+175
170
$9K ﹤0.01%
+100
171
$9K ﹤0.01%
661
172
$9K ﹤0.01%
203
+174
173
$9K ﹤0.01%
700
174
$8K ﹤0.01%
150
175
$8K ﹤0.01%
146
5 6
7
8 9