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
$2.77B
AUM Growth
+$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$89.7M
3
+$88.7M
4
AAPL icon
Apple
AAPL
+$85M
5
AMZN icon
Amazon
AMZN
+$74.8M

Top Sells

1
+$11.6M
2
+$9.99M
3
+$6.42M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$3.51M
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$3.11M

Sector Composition

1 Technology 26.44%
2 Industrials 13.03%
3 Healthcare 12.33%
4 Financials 10.77%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 0.71%
+81,752
27
$18.8M 0.68%
+168,810
28
$18.7M 0.68%
+61,547
29
$18.4M 0.66%
+155,301
30
$17.3M 0.62%
+87,001
31
$16.5M 0.6%
+77,501
32
$16.4M 0.59%
+37,648
33
$15.9M 0.57%
+321,812
34
$15.9M 0.57%
+76,166
35
$15.9M 0.57%
+152,743
36
$15.7M 0.57%
+80,449
37
$15.5M 0.56%
+134,239
38
$15.1M 0.55%
+290,832
39
$15.1M 0.54%
+70,572
40
$15.1M 0.54%
+91,356
41
$14.9M 0.54%
+115,476
42
$14.4M 0.52%
+37,444
43
$14.4M 0.52%
+253,605
44
$14.4M 0.52%
+116,175
45
$14.3M 0.52%
+98,339
46
$14.2M 0.51%
+118,468
47
$14.1M 0.51%
+122,070
48
$13.9M 0.5%
+318,184
49
$13.9M 0.5%
+73,709
50
$13.9M 0.5%
+141,095
1
2
3 4 5