FMI
F/M Investments Portfolio holdings
AUM $2.51B
This Quarter Return
-2.84%
1 Year Return
+12.15%
3 Year Return
+43.18%
5 Year Return
–
10 Year Return
–
AUM
$2.51B
AUM Growth
-$201M (-7%)
Cap. Flow
-$74.6M
Cap. Flow % of AUM
-2.97%
Top 10 Holdings %Top 10 Hldgs %
32.12%
Holding
422
New
23
Increased
129
Reduced
193
Closed
31
Top Buys
1 | $11.4M | |
2 | $5.98M | |
3 | $5.31M | |
4 | $4.35M | |
5 | $3.97M |
Top Sells
1 | $19.2M | |
2 | $18.6M | |
3 | $9.8M | |
4 | $8.85M | |
5 | $6.56M |
Sector Composition
1 | Technology | 21.71% |
2 | Healthcare | 11.08% |
3 | Financials | 10.98% |
4 | Consumer Discretionary | 8.01% |
5 | Industrials | 7.96% |