FMI

F/M Investments Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
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
+$101M
2
+$83M
3
+$75.3M
4
NVDA icon
NVIDIA
NVDA
+$72.6M
5
AMZN icon
Amazon
AMZN
+$71.1M

Top Sells

1
+$11.6M
2
+$9.99M
3
+$6.42M
4
TBIL
F/m US Treasury 3 Month Bill Fund
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
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