FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
+13.51%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-0.09%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-11.08%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
108
New
23
Increased
19
Reduced
18
Closed
42
Top Buys
| 1 |
Netflix
NFLX
|
$3.46M |
| 2 |
Chipotle Mexican Grill
CMG
|
$3.19M |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$2.53M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.53M |
| 5 |
RingCentral
RNG
|
$2.39M |
Top Sells
| 1 |
Adobe
ADBE
|
$4.64M |
| 2 |
Microsoft
MSFT
|
$4.16M |
| 3 |
Broadcom
AVGO
|
$3.17M |
| 4 |
Amazon
AMZN
|
$2.94M |
| 5 |
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% |
