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
301
$884K 0.03%
12,074
-4,613
302
$862K 0.03%
+120,011
303
$860K 0.03%
24,172
+1,442
304
$841K 0.03%
14,245
+254
305
$802K 0.03%
11,600
-400
306
$787K 0.03%
52,546
+702
307
$751K 0.03%
32,091
-149
308
$741K 0.03%
2,580
+33
309
$718K 0.03%
314,846
+91,830
310
$716K 0.03%
13,143
311
$689K 0.03%
8,671
312
$650K 0.02%
32,261
-107
313
$644K 0.02%
2,254
314
$635K 0.02%
34,686
315
$621K 0.02%
7,610
316
$615K 0.02%
34,560
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317
$603K 0.02%
13,994
-754
318
$583K 0.02%
3,203
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319
$577K 0.02%
26,166
320
$550K 0.02%
13,465
321
$546K 0.02%
15,966
-229
322
$530K 0.02%
2,913
+38
323
$530K 0.02%
1,862
-200
324
$524K 0.02%
3,685
+25
325
$492K 0.02%
85
-421
11 12
13
14 15