FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
+12.59%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$2.75B
AUM Growth
+$2.75B
(+9.7%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
425
New
34
Increased
206
Reduced
124
Closed
25
Top Buys
| 1 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$12M |
| 2 |
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
|
$9.91M |
| 3 |
Chipotle Mexican Grill
CMG
|
$9.21M |
| 4 |
O'Reilly Automotive
ORLY
|
$9.2M |
| 5 |
Intuitive Surgical
ISRG
|
$8.65M |
Top Sells
| 1 |
Coca-Cola
KO
|
$27.7M |
| 2 |
Thermo Fisher Scientific
TMO
|
$9.11M |
| 3 |
Exxon Mobil
XOM
|
$8.73M |
| 4 |
UnitedHealth
UNH
|
$6.32M |
| 5 |
Caterpillar
CAT
|
$6.05M |
Sector Composition
| 1 | Technology | 25.02% |
| 2 | Financials | 10.77% |
| 3 | Healthcare | 10.05% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.89% |
