FMP

Financial Management Professionals Portfolio holdings

AUM $970M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
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
+$43.3M
2
+$2.94M
3
+$2.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$889K

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
+$930K

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
201
$6K ﹤0.01%
112
202
$6K ﹤0.01%
112
203
$6K ﹤0.01%
132
204
$6K ﹤0.01%
43
205
$5K ﹤0.01%
150
206
$5K ﹤0.01%
60
207
$5K ﹤0.01%
460
208
$5K ﹤0.01%
88
209
$5K ﹤0.01%
400
210
$5K ﹤0.01%
53
211
$5K ﹤0.01%
425
212
$5K ﹤0.01%
133
213
$5K ﹤0.01%
+485
214
$4K ﹤0.01%
50
215
$4K ﹤0.01%
+75
216
$4K ﹤0.01%
+78
217
$4K ﹤0.01%
+127
218
$4K ﹤0.01%
118
219
$4K ﹤0.01%
400
220
$4K ﹤0.01%
82
221
$4K ﹤0.01%
62
222
$4K ﹤0.01%
122
223
$4K ﹤0.01%
325
224
$4K ﹤0.01%
64
225
$4K ﹤0.01%
+125
7 8
9
10 11