FMI

F/M Investments Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.94M
3
+$8.35M
4
ISRG icon
Intuitive Surgical
ISRG
+$8.33M
5
FANG icon
Diamondback Energy
FANG
+$7.35M

Top Sells

1
+$27.9M
2
+$9.11M
3
+$8.66M
4
UNH icon
UnitedHealth
UNH
+$7.74M
5
NEE icon
NextEra Energy
NEE
+$5.7M

Sector Composition

1 Technology 25.02%
2 Financials 10.77%
3 Healthcare 10.07%
4 Consumer Discretionary 8.12%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.16M 0.08%
129,458
+307
227
$2.16M 0.08%
27,245
-1,522
228
$2.16M 0.08%
18,066
+974
229
$2.16M 0.08%
17,952
+769
230
$2.15M 0.08%
59,102
+788
231
$2.14M 0.08%
31,092
+1,752
232
$2.14M 0.08%
217,742
+2,905
233
$2.11M 0.08%
21,389
+1,256
234
$2.1M 0.08%
23,229
-488
235
$2.09M 0.08%
3,645
+973
236
$2.09M 0.08%
19,422
-180
237
$2.08M 0.08%
15,257
+12
238
$2.06M 0.07%
182,262
+132,165
239
$2.03M 0.07%
39,099
+471
240
$2.01M 0.07%
+237,425
241
$1.99M 0.07%
20,594
+1,189
242
$1.95M 0.07%
4,113
+713
243
$1.94M 0.07%
60,708
+4,554
244
$1.94M 0.07%
2,735
-1,533
245
$1.93M 0.07%
173,945
+2,325
246
$1.89M 0.07%
+4,034
247
$1.89M 0.07%
24,962
-499
248
$1.89M 0.07%
46,892
+2,690
249
$1.88M 0.07%
39,000
250
$1.86M 0.07%
43,671
8 9
10
11 12