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
$2.77B
AUM Growth
+$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$89.7M
3
+$88.7M
4
AAPL icon
Apple
AAPL
+$85M
5
AMZN icon
Amazon
AMZN
+$74.8M

Top Sells

1
+$11.6M
2
+$9.99M
3
+$6.42M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$3.51M
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$3.11M

Sector Composition

1 Technology 26.44%
2 Industrials 13.03%
3 Healthcare 12.33%
4 Financials 10.77%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.1M 0.4%
+132,167
77
$11M 0.4%
+72,745
78
$11M 0.4%
+32,908
79
$10.8M 0.39%
+79,577
80
$10.8M 0.39%
+190,631
81
$10.7M 0.39%
64,760
+61,807
82
$10.7M 0.38%
157,198
+152,736
83
$10.3M 0.37%
+49,891
84
$10.2M 0.37%
+103,575
85
$10.2M 0.37%
+65,282
86
$10.2M 0.37%
+171,141
87
$10.2M 0.37%
+246,897
88
$10.2M 0.37%
+85,679
89
$10.2M 0.37%
+454,175
90
$10.1M 0.37%
+75,151
91
$10M 0.36%
+18,134
92
$10M 0.36%
61,744
+36,650
93
$10M 0.36%
+69,322
94
$9.96M 0.36%
+99,142
95
$9.94M 0.36%
+19,882
96
$9.88M 0.36%
+258,553
97
$9.87M 0.36%
+166,196
98
$9.79M 0.35%
14,499
+7,067
99
$9.56M 0.35%
55,856
+54,351
100
$9.45M 0.34%
+90,005
2 3
4
5 6