We are live on ! Find out more
FMI

F/M Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$2.96M
3
+$2.45M
4
DDOG icon
Datadog
DDOG
+$2.34M
5
SCHW icon
Charles Schwab
SCHW
+$2.33M

Top Sells

1
+$4.13M
2
+$4.08M
3
+$3.46M
4
PTON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,161
52
– –
-52,169
53
– –
-13,204
54
– –
-16,415
55
– –
-1,962
56
– –
-2,182
57
– –
-549
58
– –
-2,301
59
– –
-39,695
60
– –
-18,957
61
– –
-68,788
62
– –
-13,111
63
– –
-9,665
64
– –
-1,079
65
– –
-10,429
66
– –
-7,644
67
– –
-5,669
68
– –
-3,140
69
– –
-2,309
70
– –
-2,483
71
– –
-4,188
72
– –
-1,338
73
– –
-65,530
74
– –
-2,473
75
– –
-8,209
1 2
3
4