FMI
F/M Investments Portfolio holdings
AUM
$2.59B
1-Year Est. Return
23.6%
1 Year Est. Return
+23.6%
AUM
$2.59B
AUM Growth
-$161M
(-5.9%)
Holding
433
Top Buys
| 1 | +$17.6M | |
| 2 | +$4.61M | |
| 3 | +$4.54M | |
| 4 |
HCA Healthcare
HCA
|
+$4.31M |
| 5 |
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 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Phillips 66
PSX
$56.4B
| – | – |
-18,066
|
|
||
427
State Street SPDR Dow Jones REIT ETF
RWR
$1.78B
| – | – |
-2,611
|
|
||
428
AT&T
T
$168B
| – | – |
-8,210
|
|
||
429
Vanguard Small-Cap ETF
VB
$73.7B
| – | – |
-1,566
|
|
||
430
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| – | – |
-133,567
|
|
||
|
GAP
431
The Gap Inc
GAP
$10.1B
| – | – |
-115,263
|
|