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
$2.59B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$4.61M
3 +$4.54M
4
HCA icon
HCA Healthcare
HCA
+$4.31M
5
AAPL icon
Apple
AAPL
+$4.12M

Top Sells

1 +$126M
2 +$117M
3 +$42.5M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$12.2M
5
AVGO icon
Broadcom
AVGO
+$11.7M

Sector Composition

1 Technology 28.76%
2 Financials 11.63%
3 Healthcare 11.25%
4 Consumer Discretionary 9.35%
5 Industrials 8.77%