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
276
$619K 0.02%
+34,686
277
$586K 0.02%
+5,975
278
$567K 0.02%
+4,308
279
$561K 0.02%
+13,508
280
$526K 0.02%
+14,547
281
$521K 0.02%
1,394
+794
282
$502K 0.02%
+26,351
283
$492K 0.02%
5,620
-36
284
$490K 0.02%
+15,812
285
$473K 0.02%
+2,062
286
$473K 0.02%
+4,871
287
$455K 0.02%
+13,465
288
$413K 0.01%
+3,339
289
$411K 0.01%
+10,340
290
$384K 0.01%
+14,507
291
$372K 0.01%
+6,365
292
$362K 0.01%
+994
293
$351K 0.01%
+2,636
294
$341K 0.01%
+2,239
295
$328K 0.01%
1,555
-8
296
$326K 0.01%
+11,394
297
$317K 0.01%
+5,272
298
$317K 0.01%
+3,126
299
$299K 0.01%
+6,019
300
$295K 0.01%
+7,603
10 11
12
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