FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
-4.12%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$61.7M
AUM Growth
-$64.8M
(-51%)
Cap. Flow
-$50.2M
Cap. Flow
% of AUM
-81.3%
Top 10 Holdings %
Top 10 Hldgs %
61.38%
Holding
89
New
23
Increased
2
Reduced
6
Closed
57
Top Buys
| 1 |
Amazon
AMZN
|
$4.14M |
| 2 |
Charles Schwab
SCHW
|
$2.41M |
| 3 |
Ford
F
|
$2.37M |
| 4 |
Datadog
DDOG
|
$2.06M |
| 5 |
NVIDIA
NVDA
|
$1.88M |
Top Sells
| 1 |
PayPal
PYPL
|
$4.13M |
| 2 |
Snap
SNAP
|
$4.08M |
| 3 |
Netflix
NFLX
|
$3.46M |
| 4 |
Peloton Interactive
PTON
|
$3.37M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$3.22M |
Sector Composition
| 1 | Technology | 45.35% |
| 2 | Consumer Discretionary | 10.89% |
| 3 | Financials | 10.76% |
| 4 | Healthcare | 8.48% |
| 5 | Industrials | 5.67% |
