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FMI

F/M Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.86%
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
+$20.4M
2
+$16.6M
3
+$13.5M
4
IESC icon
IES Holdings
IESC
+$8.84M
5
HAE icon
Haemonetics
HAE
+$8.28M

Top Sells

1
+$33.8M
2
+$12.4M
3
+$10.2M
4
LRCX icon
Lam Research
LRCX
+$8.02M
5
EW icon
Edwards Lifesciences
EW
+$7.55M

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
– –
-33,367
330
– –
-7,548
331
– –
-8,053
332
– –
-2,492
333
– –
-12,529
334
– –
-1,555
335
– –
-9,992
336
– –
-81,711
337
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-1,465
338
– –
-75,360
339
– –
-38,804
340
– –
-33,602
341
– –
-120,070
342
– –
-40,981
343
– –
-64,550
344
– –
-314,210
345
– –
-719
346
– –
-33,868
347
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-8,829
348
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-246,897
349
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-1,614
350
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-285,777
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