We are live on ! Find out more
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
$148M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.98M
3
+$6.41M
4
MRK icon
Merck
MRK
+$239K
5
TJX icon
TJX Companies
TJX
+$208K

Top Sells

1
+$10.9M
2
+$9.82M
3
+$6.98M
4
CDLR icon
Cadeler
CDLR
+$5.33M
5
KKR icon
KKR & Co
KKR
+$4.5M

Sector Composition

1 Technology 37.96%
2 Communication Services 10.53%
3 Consumer Discretionary 8.68%
4 Financials 5.17%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.14%
+3,559
77
– –
-2,196
78
– –
-7,119
79
– –
-289,741
80
– –
-549,655
81
– –
-33,900
82
– –
-5,961
83
– –
-65,700
84
– –
-5,154
85
– –
-54,355
86
– –
-1,000
87
– –
-7,504
88
– –
-10,494
89
– –
-3,146
90
– –
-71,039
91
– –
-141,167
92
– –
-1,184
93
– –
-33,000
94
– –
-119,300
95
– –
-51,016
96
– –
-2,719
97
– –
-138,700
1 2 3
4