FMI

F/M Investments Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.94M
3
+$8.35M
4
ISRG icon
Intuitive Surgical
ISRG
+$8.33M
5
FANG icon
Diamondback Energy
FANG
+$7.35M

Top Sells

1
+$27.9M
2
+$9.11M
3
+$8.66M
4
UNH icon
UnitedHealth
UNH
+$7.74M
5
NEE icon
NextEra Energy
NEE
+$5.7M

Sector Composition

1 Technology 25.02%
2 Financials 10.77%
3 Healthcare 10.07%
4 Consumer Discretionary 8.12%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.39%
27,147
+621
52
$10.3M 0.37%
27,115
+369
53
$10.2M 0.37%
16,561
+1,504
54
$10.2M 0.37%
104,068
-50,823
55
$10.2M 0.37%
77,379
-1,203
56
$10.2M 0.37%
71,019
-4,356
57
$9.91M 0.36%
+197,898
58
$9.89M 0.36%
109,678
-4,307
59
$9.65M 0.35%
70,206
+53,079
60
$9.55M 0.35%
75,239
-11,412
61
$9.49M 0.34%
114,161
+83,562
62
$9.47M 0.34%
29,821
-548
63
$9.24M 0.34%
130,650
-392,164
64
$9.09M 0.33%
113,001
+3,832
65
$8.93M 0.32%
132,907
+9,171
66
$8.87M 0.32%
128,462
-522
67
$8.85M 0.32%
101,502
-4,891
68
$8.64M 0.31%
79,080
+5,820
69
$8.5M 0.31%
21,893
-15,592
70
$8.3M 0.3%
244,964
+3,635
71
$8.08M 0.29%
36,957
-64
72
$7.85M 0.28%
57,550
-5,319
73
$7.82M 0.28%
10,375
+922
74
$7.81M 0.28%
52,241
-121
75
$7.65M 0.28%
136,785
+3,729
1 2
3
4 5