FMI

F/M Investments Portfolio holdings

AUM $2.59B
1-Year Est. Return 23.6%
This Quarter Est. Return
1 Year Est. Return
+23.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$89.7M
3
+$88.7M
4
AAPL icon
Apple
AAPL
+$85M
5
AMZN icon
Amazon
AMZN
+$74.8M

Top Sells

1
+$11.6M
2
+$9.99M
3
+$6.42M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$3.51M
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$3.11M

Sector Composition

1 Technology 26.44%
2 Industrials 13.03%
3 Healthcare 12.33%
4 Financials 10.77%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.66M 0.06%
+39,000
227
$1.61M 0.06%
+55,551
228
$1.58M 0.06%
+22,100
229
$1.57M 0.06%
+33,868
230
$1.54M 0.06%
+28,968
231
$1.53M 0.06%
+39,985
232
$1.52M 0.05%
+13,214
233
$1.51M 0.05%
+19,408
234
$1.5M 0.05%
+10,866
235
$1.5M 0.05%
+18,388
236
$1.49M 0.05%
+9,922
237
$1.47M 0.05%
+38,091
238
$1.42M 0.05%
+112,185
239
$1.39M 0.05%
+13,868
240
$1.31M 0.05%
+13,540
241
$1.31M 0.05%
+32,558
242
$1.26M 0.05%
+77,933
243
$1.24M 0.04%
+5,866
244
$1.24M 0.04%
+32,152
245
$1.23M 0.04%
+2,717
246
$1.23M 0.04%
+12,589
247
$1.22M 0.04%
2
248
$1.22M 0.04%
+10,324
249
$1.2M 0.04%
+120,070
250
$1.2M 0.04%
+33,367
8 9
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