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
176
$5K ﹤0.01%
+228
177
$5K ﹤0.01%
+1,402
178
$5K ﹤0.01%
+106
179
$4K ﹤0.01%
+30
180
$4K ﹤0.01%
+118
181
$4K ﹤0.01%
+135
182
$4K ﹤0.01%
+2,080
183
$3K ﹤0.01%
+43
184
$3K ﹤0.01%
+150
185
$3K ﹤0.01%
+266
186
$3K ﹤0.01%
+38
187
$3K ﹤0.01%
+50
188
$3K ﹤0.01%
+88
189
$3K ﹤0.01%
+56
190
$2K ﹤0.01%
+90
191
$2K ﹤0.01%
+63
192
$2K ﹤0.01%
+100
193
$2K ﹤0.01%
+200
194
$2K ﹤0.01%
+56
195
$2K ﹤0.01%
+161
196
$2K ﹤0.01%
+425
197
$2K ﹤0.01%
+40
198
$2K ﹤0.01%
+781
199
$1K ﹤0.01%
+96
200
$1K ﹤0.01%
+34
6 7
8
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