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
251
$1.84M 0.07%
30,610
252
$1.83M 0.07%
47,769
+2,890
253
$1.83M 0.07%
6,057
+80
254
$1.82M 0.07%
73,217
+102
255
$1.76M 0.06%
7,754
+389
256
$1.73M 0.06%
18,926
+1,803
257
$1.73M 0.06%
3,142
+2,545
258
$1.7M 0.06%
24,710
+1,466
259
$1.64M 0.06%
28,025
+1,509
260
$1.63M 0.06%
10,679
-6,524
261
$1.61M 0.06%
+21,973
262
$1.6M 0.06%
+6,734
263
$1.6M 0.06%
15,785
+1
264
$1.6M 0.06%
9,979
-8,170
265
$1.58M 0.06%
243,677
+3,259
266
$1.52M 0.06%
94,918
+456
267
$1.52M 0.06%
+5,524
268
$1.51M 0.05%
11,432
-28,105
269
$1.51M 0.05%
12,411
+908
270
$1.49M 0.05%
16,759
271
$1.49M 0.05%
28,272
272
$1.48M 0.05%
18,168
273
$1.46M 0.05%
2
274
$1.45M 0.05%
+28,556
275
$1.44M 0.05%
11,146
+8
9 10
11
12 13