FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
+18.64%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-2.2%)
Cap. Flow
-$18.1M
Cap. Flow
% of AUM
-13.24%
Top 10 Holdings %
Top 10 Hldgs %
51.52%
Holding
108
New
28
Increased
9
Reduced
22
Closed
31
Top Buys
| 1 |
Qualcomm
QCOM
|
$3.51M |
| 2 |
Pfizer
PFE
|
$3.43M |
| 3 |
Wolfspeed
WOLF
|
$2.64M |
| 4 |
Carlisle Companies
CSL
|
$2.62M |
| 5 |
Molina Healthcare
MOH
|
$2.46M |
Top Sells
| 1 |
GoodRx Holdings
GDRX
|
$3.34M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$3.17M |
| 3 |
Advanced Micro Devices
AMD
|
$3.15M |
| 4 |
Avantor
AVTR
|
$2.82M |
| 5 |
Citigroup
C
|
$2.81M |
Sector Composition
| 1 | Technology | 54.56% |
| 2 | Consumer Discretionary | 11.89% |
| 3 | Healthcare | 8.7% |
| 4 | Communication Services | 6.18% |
| 5 | Financials | 5.92% |
