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
251
$1.19M 0.04%
+22,056
252
$1.18M 0.04%
+25,795
253
$1.16M 0.04%
+52,332
254
$1.16M 0.04%
+7,610
255
$1.15M 0.04%
+11,271
256
$1.14M 0.04%
+35,305
257
$1.13M 0.04%
+15,529
258
$1.03M 0.04%
+1,254
259
$993K 0.04%
+6,221
260
$964K 0.03%
+32,621
261
$963K 0.03%
+21,479
262
$931K 0.03%
+2,202
263
$842K 0.03%
3,303
-1,769
264
$839K 0.03%
+14,795
265
$823K 0.03%
+73,162
266
$816K 0.03%
+10,207
267
$813K 0.03%
+4,818
268
$805K 0.03%
+15,033
269
$721K 0.03%
+59,625
270
$709K 0.03%
+1,402
271
$694K 0.03%
+3,185
272
$666K 0.02%
+5,173
273
$643K 0.02%
+5,840
274
$638K 0.02%
+19,981
275
$631K 0.02%
+12,292
9 10
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