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
51
$13.6M 0.49%
+55,448
52
$13.5M 0.49%
+45,937
53
$13.4M 0.48%
91,849
+88,737
54
$13.2M 0.48%
+27,747
55
$12.8M 0.46%
+223,479
56
$12.8M 0.46%
+101,393
57
$12.7M 0.46%
+157,032
58
$12.7M 0.46%
+134,963
59
$12.6M 0.45%
+146,014
60
$12.4M 0.45%
+365,652
61
$12.4M 0.45%
+40,981
62
$12M 0.43%
+277,589
63
$11.9M 0.43%
+147,208
64
$11.9M 0.43%
+120,237
65
$11.7M 0.42%
+460,730
66
$11.7M 0.42%
+37,129
67
$11.6M 0.42%
+107,678
68
$11.4M 0.41%
+134,710
69
$11.2M 0.41%
50,170
+43,636
70
$11.2M 0.4%
+162,116
71
$11.1M 0.4%
+233,586
72
$11.1M 0.4%
+96,239
73
$11.1M 0.4%
+255,079
74
$11.1M 0.4%
+157,980
75
$11.1M 0.4%
+111,799
1 2
3
4 5