FMI

F/M Investments Portfolio holdings

AUM $2.75B
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
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 +$3.46M
2 +$3.19M
3 +$2.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.53M
5
RNG icon
RingCentral
RNG
+$2.39M

Top Sells

1 +$4.64M
2 +$4.16M
3 +$3.17M
4
AMZN icon
Amazon
AMZN
+$2.94M
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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