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
$3.18B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$16.9M
3
+$14.5M
4
ANIP icon
ANI Pharmaceuticals
ANIP
+$14.1M
5
IESC icon
IES Holdings
IESC
+$10.9M

Top Sells

1
+$144M
2
+$12.4M
3
+$10.2M
4
WFC icon
Wells Fargo
WFC
+$10.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.09M

Sector Composition

1 Technology 26.61%
2 Healthcare 12.25%
3 Financials 12.03%
4 Industrials 11.61%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.47%
364,799
-853
52
$15M 0.47%
72,633
+2,061
53
$14.9M 0.47%
91,866
+17
54
$14.6M 0.46%
37,433
-11
55
$14.4M 0.45%
117,938
-530
56
$14.4M 0.45%
111,089
-23,150
57
$14.1M 0.44%
+61,782
58
$14M 0.44%
144,058
+2,963
59
$14M 0.44%
119,111
-2,959
60
$13.9M 0.44%
146,716
-492
61
$13.7M 0.43%
61,938
+17,554
62
$13.4M 0.42%
134,299
-411
63
$13.3M 0.42%
504,195
+101,973
64
$13.1M 0.41%
120,830
+593
65
$13.1M 0.41%
55,395
-53
66
$12.8M 0.4%
253,999
-1,080
67
$12.6M 0.4%
69,401
-16,278
68
$12.6M 0.4%
97,164
+925
69
$12.6M 0.4%
37,274
-8,663
70
$12.5M 0.39%
189,869
-762
71
$12.5M 0.39%
154,264
-2,934
72
$12.4M 0.39%
72,375
+744
73
$12.4M 0.39%
125,043
-20,971
74
$12.3M 0.39%
31,564
-1,344
75
$12.3M 0.39%
131,988
-179
1 2
3
4 5