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
351
$372K 0.01%
1,974
+23
352
$367K 0.01%
1,566
-1,927
353
$361K 0.01%
3,461
-16,329
354
$358K 0.01%
+1,575
355
$353K 0.01%
1,659
-14
356
$333K 0.01%
+2,467
357
$332K 0.01%
14,654
+206
358
$331K 0.01%
2,626
359
$330K 0.01%
1,083
+130
360
$327K 0.01%
+4,044
361
$321K 0.01%
7,316
-1,829
362
$321K 0.01%
992
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363
$319K 0.01%
3,332
364
$310K 0.01%
2,630
-13
365
$308K 0.01%
21,819
-20,430
366
$303K 0.01%
8,078
-15,958
367
$285K 0.01%
9,020
-2,718
368
$280K 0.01%
5,766
+215
369
$274K 0.01%
6,831
370
$267K 0.01%
72
-20
371
$263K 0.01%
+4,571
372
$259K 0.01%
5,193
+100
373
$253K 0.01%
3,443
-36,306
374
$252K 0.01%
2,611
375
$251K 0.01%
1,269
+16
13 14
15
16 17