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
326
$223K 0.01%
+9,712
327
$212K 0.01%
+2,535
328
$200K 0.01%
+2,024
329
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330
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331
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-64,550
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-314,210
333
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340
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