FMI

F/M Investments Portfolio holdings

AUM $2.75B
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$112K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.19M
3
+$2.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.53M
5
RNG icon
RingCentral
RNG
+$2.39M

Top Sells

1
+$4.64M
2
+$4.16M
3
+$3.17M
4
AMZN icon
Amazon
AMZN
+$2.94M
5
ETSY icon
Etsy
ETSY
+$2.77M

Sector Composition

1 Technology 44.06%
2 Financials 14.12%
3 Communication Services 12.42%
4 Consumer Discretionary 12.01%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.75%
45,654
+1,521
27
$2.17M 1.72%
+10,552
28
$2.17M 1.71%
+13,111
29
$2.01M 1.59%
17,982
+875
30
$2.01M 1.59%
+14,055
31
$1.99M 1.57%
+6,137
32
$1.98M 1.56%
39,695
+1,334
33
$1.88M 1.49%
+26,371
34
$993K 0.79%
2,309
-63
35
$834K 0.66%
2
36
$796K 0.63%
4,544
+120
37
$756K 0.6%
2,729
38
$651K 0.51%
4,188
-1,523
39
$534K 0.42%
13,945
+2,745
40
$461K 0.36%
9,161
+2,928
41
$457K 0.36%
1,309
+138
42
$456K 0.36%
8,614
-1,470
43
$408K 0.32%
2,483
-1,026
44
$394K 0.31%
3,140
+400
45
$334K 0.26%
2,473
-645
46
$322K 0.25%
549
-7,905
47
$313K 0.25%
1,634
-1,458
48
$298K 0.24%
+7,644
49
$296K 0.23%
+1,313
50
$287K 0.23%
1,226
-114
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2
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