FMI

F/M Investments Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$112K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.94M
3
+$2.42M
4
ZBH icon
Zimmer Biomet
ZBH
+$2.41M
5
RNG icon
RingCentral
RNG
+$2.34M

Top Sells

1
+$4.07M
2
+$3.9M
3
+$3.17M
4
AMZN icon
Amazon
AMZN
+$2.84M
5
ETSY icon
Etsy
ETSY
+$2.77M

Sector Composition

1 Technology 44.06%
2 Financials 14.12%
3 Communication Services 12.42%
4 Consumer Discretionary 12.01%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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