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
$134M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$5.19M
2 +$2.43M
3 +$2.33M
4
NOW icon
ServiceNow
NOW
+$1.62M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$1.48M

Top Sells

1 +$2.02M
2 +$1.9M
3 +$1.86M
4
ZS icon
Zscaler
ZS
+$1.81M
5
RCL icon
Royal Caribbean
RCL
+$1.81M

Sector Composition

1 Technology 33.8%
2 Communication Services 10.25%
3 Materials 7.83%
4 Healthcare 7.77%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,696
77
-1,885
78
-1,820
79
-17,408
80
-13,469
81
-7,519
82
-454
83
-12,383