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
$3.18B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$16.9M
3
+$14.5M
4
ANIP icon
ANI Pharmaceuticals
ANIP
+$14.1M
5
IESC icon
IES Holdings
IESC
+$10.9M

Top Sells

1
+$144M
2
+$12.4M
3
+$10.2M
4
WFC icon
Wells Fargo
WFC
+$10.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.09M

Sector Composition

1 Technology 26.61%
2 Healthcare 12.25%
3 Financials 12.03%
4 Industrials 11.61%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.2M 0.04%
11,229
-42
252
$1.19M 0.04%
7,378
-232
253
$1.18M 0.04%
32,417
-141
254
$1.11M 0.03%
5,321
-545
255
$1.1M 0.03%
31,644
-3,661
256
$1.1M 0.03%
52,332
257
$1.1M 0.03%
104,280
-7,905
258
$1.03M 0.03%
32,505
-116
259
$966K 0.03%
19,344
-2,135
260
$951K 0.03%
+8,452
261
$925K 0.03%
1,195
-59
262
$919K 0.03%
46,016
+19,665
263
$891K 0.03%
+18,168
264
$880K 0.03%
14,795
265
$877K 0.03%
4,818
266
$863K 0.03%
15,033
267
$843K 0.03%
26,395
-11,696
268
$840K 0.03%
4,431
-1,790
269
$828K 0.03%
1,310
-92
270
$805K 0.03%
1,929
+535
271
$769K 0.02%
66,152
-7,010
272
$766K 0.02%
5,173
273
$745K 0.02%
3,142
-43
274
$737K 0.02%
1,771
-431
275
$692K 0.02%
22,456
+2,475
9 10
11
12 13