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
1
$56.7M 26.55%
6,901,272
+341,202
2
$41.9M 19.6%
+6,242,536
3
$13M 6.09%
130,284
-3,751
4
$9.26M 4.34%
79,843
+1,351
5
$9.06M 4.24%
1,082,868
-374,142
6
$6.42M 3%
59,955
+59,551
7
$6.39M 2.99%
+124,817
8
$5.74M 2.69%
14,150
9
$4.84M 2.26%
151,625
-708
10
$4.23M 1.98%
154,889
+721
11
$4.02M 1.88%
102,187
-8,079
12
$3.48M 1.63%
390,177
+6,138
13
$3.48M 1.63%
107,463
+2,032
14
$3.38M 1.58%
+59,143
15
$3.29M 1.54%
+107,014
16
$3.24M 1.52%
203,370
+1,660
17
$3.17M 1.48%
38,130
+1,893
18
$2.97M 1.39%
67,379
+1,559
19
$2.83M 1.33%
+79,184
20
$2.41M 1.13%
18,946
+317
21
$2.26M 1.06%
79,460
+2,016
22
$2.24M 1.05%
46,183
+886
23
$1.59M 0.74%
16,995
24
$1.25M 0.58%
+24,900
25
$1.01M 0.47%
66,225
+127
1
2 3 4 5