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
201
$1K ﹤0.01%
+22
202
$1K ﹤0.01%
+21
203
$1K ﹤0.01%
+24
204
$1K ﹤0.01%
+50
205
$1K ﹤0.01%
+154
206
$1K ﹤0.01%
+5
207
$1K ﹤0.01%
+103
208
$1K ﹤0.01%
+200
209
$0 ﹤0.01%
+10
210
– –
0
211
$0 ﹤0.01%
+30
212
$0 ﹤0.01%
+2
213
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0
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0
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$0 ﹤0.01%
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$0 ﹤0.01%
+16
225
$0 ﹤0.01%
+2
6 7 8
9
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