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
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$4.08M
3 +$3.46M
4
PTON icon
Peloton Interactive
PTON
+$3.37M
5
XYZ
Block Inc
XYZ
+$3.22M

Top Sells

1 +$134M
2 +$12.8M
3 +$3.8M
4
DDOG icon
Datadog
DDOG
+$3.77M
5
MU icon
Micron Technology
MU
+$3.29M

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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