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
$140M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.34M
3
+$3.28M
4
MU icon
Micron Technology
MU
+$3.17M
5
C icon
Citigroup
C
+$2.81M

Top Sells

1
+$4.08M
2
+$3.46M
3
+$3.38M
4
PTON icon
Peloton Interactive
PTON
+$3.37M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.19M

Sector Composition

1 Technology 38.29%
2 Consumer Discretionary 14.13%
3 Healthcare 11.07%
4 Communication Services 9.21%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
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