We are live on ! Find out more
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
$2.51B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.42M
3
+$5.5M
4
HUBS icon
HubSpot
HUBS
+$4.88M
5
LRCX icon
Lam Research
LRCX
+$4.71M

Top Sells

1
+$18.7M
2
+$18.5M
3
+$10.2M
4
TFC icon
Truist Financial
TFC
+$9.55M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$6.55M

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
376
$238K 0.01%
3,980
377
$220K 0.01%
+4,546
378
$218K 0.01%
936
+123
379
$218K 0.01%
1,994
-34
380
$217K 0.01%
1,253
-519
381
$214K 0.01%
863
-33
382
$211K 0.01%
936
-1,457
383
$210K 0.01%
674
+88
384
$210K 0.01%
2,519
385
$210K 0.01%
3,617
-24,549
386
$207K 0.01%
1,702
387
$203K 0.01%
1,741
-615
388
$202K 0.01%
3,767
389
$189K 0.01%
12,070
390
$174K 0.01%
+14,004
391
– –
-41,546
392
– –
-7,518
393
– –
-125,568
394
– –
-2,410
395
– –
-59,922
396
– –
-5,901
397
– –
-55,635
398
– –
-14,503
399
– –
-7,469
400
– –
-7,972
13 14 15
16
17