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
$2.51B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.98M
3
+$5.31M
4
LRCX icon
Lam Research
LRCX
+$4.35M
5
HUBS icon
HubSpot
HUBS
+$3.97M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$9.8M
4
TFC icon
Truist Financial
TFC
+$8.85M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$6.56M

Sector Composition

1 Technology 21.71%
2 Healthcare 11.09%
3 Financials 10.98%
4 Consumer Discretionary 8.01%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$343K 0.01%
5,051
+435
352
$335K 0.01%
3,575
+493
353
$322K 0.01%
2,643
-881
354
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-68
355
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356
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1,575
357
$300K 0.01%
1,673
-7
358
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359
$298K 0.01%
2,747
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360
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2,525
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361
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362
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363
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1,897
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364
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953
365
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2,449
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366
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367
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368
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369
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2,611
370
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5,093
371
$252K 0.01%
2,882
372
$248K 0.01%
8,409
-643
373
$245K 0.01%
6,208
374
$240K 0.01%
1,593
-364
375
$240K 0.01%
2,150
13 14
15
16 17