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
201
$3K ﹤0.01%
56
-55
202
$3K ﹤0.01%
112
203
$2K ﹤0.01%
65
204
$2K ﹤0.01%
51
-50
205
$2K ﹤0.01%
22
206
$2K ﹤0.01%
+150
207
$2K ﹤0.01%
100
208
$2K ﹤0.01%
200
209
$2K ﹤0.01%
91
210
$2K ﹤0.01%
60
211
$2K ﹤0.01%
+40
212
$2K ﹤0.01%
88
213
$2K ﹤0.01%
100
214
$2K ﹤0.01%
40
215
$2K ﹤0.01%
23
216
$2K ﹤0.01%
88
217
$2K ﹤0.01%
23
218
$2K ﹤0.01%
1,000
219
$1K ﹤0.01%
96
220
$1K ﹤0.01%
+240
221
$1K ﹤0.01%
+17
222
$1K ﹤0.01%
21
-156
223
$1K ﹤0.01%
+50
224
$1K ﹤0.01%
14
225
$1K ﹤0.01%
+18
7 8
9
10 11