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
276
$1.41M 0.05%
1,578
+184
277
$1.41M 0.05%
77,933
278
$1.41M 0.05%
12,592
+81
279
$1.37M 0.05%
7,950
+604
280
$1.33M 0.05%
10,512
+1,714
281
$1.21M 0.04%
22,695
-171
282
$1.16M 0.04%
35,676
283
$1.1M 0.04%
45,541
+14,013
284
$1.1M 0.04%
10,896
285
$1.07M 0.04%
56,933
+3,440
286
$1.05M 0.04%
48,449
-20,304
287
$981K 0.04%
1,929
288
$981K 0.04%
18,168
289
$971K 0.04%
1,390
-51
290
$969K 0.04%
12,532
+1,049
291
$960K 0.03%
17,984
-10,606
292
$957K 0.03%
4,929
-749
293
$956K 0.03%
+13,458
294
$952K 0.03%
7,138
+48
295
$940K 0.03%
4,878
+130
296
$907K 0.03%
15,438
-426
297
$906K 0.03%
7,610
+14
298
$901K 0.03%
5,173
299
$889K 0.03%
5,101
-23,484
300
$884K 0.03%
3,947
-1,613
10 11
12
13 14