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FMI

F/M Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.88M
3
+$2.63M
4
OKTA icon
Okta
OKTA
+$2.61M
5
CSL icon
Carlisle Companies
CSL
+$2.42M

Top Sells

1
+$3.34M
2
+$3.17M
3
+$2.94M
4
AVTR icon
Avantor
AVTR
+$2.82M
5
C icon
Citigroup
C
+$2.81M

Sector Composition

1 Technology 54.56%
2 Consumer Discretionary 11.89%
3 Healthcare 8.7%
4 Communication Services 6.18%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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