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
301
$354K 0.01%
5,948
-71
302
$353K 0.01%
15,065
-747
303
$353K 0.01%
369
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304
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2,085
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305
$342K 0.01%
3,600
-2,020
306
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307
$323K 0.01%
+3,401
308
$308K 0.01%
6,029
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309
$303K 0.01%
18,078
+6,684
310
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+1,575
311
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3,980
312
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+4,158
313
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314
$283K 0.01%
2,137
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315
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316
$259K 0.01%
5,242
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317
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318
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319
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1,680
320
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321
$242K 0.01%
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322
$234K 0.01%
+5,800
323
$234K 0.01%
+953
324
$227K 0.01%
+1,305
325
$224K 0.01%
854
11 12
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