FMI
F/M Investments Portfolio holdings
AUM
$2.75B
This Quarter Return
-28.23%
1 Year Return
+20.95%
3 Year Return
+124.61%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+2%)
Cap. Flow
-$3.36M
Cap. Flow
% of AUM
-2.65%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
98
New
30
Increased
11
Reduced
16
Closed
32
Top Buys
| 1 |
PayPal
PYPL
|
$4.13M |
| 2 |
Snap
SNAP
|
$4.08M |
| 3 |
Netflix
NFLX
|
$3.46M |
| 4 |
Peloton Interactive
PTON
|
$3.37M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$3.22M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$12.8M |
| 2 |
Ford
F
|
$3.8M |
| 3 |
Datadog
DDOG
|
$3.77M |
| 4 |
Micron Technology
MU
|
$3.29M |
| 5 |
Pfizer
PFE
|
$3.25M |
Sector Composition
| 1 | Technology | 44.06% |
| 2 | Financials | 14.12% |
| 3 | Communication Services | 12.42% |
| 4 | Consumer Discretionary | 12.01% |
| 5 | Healthcare | 6.7% |
