FMI

F/M Investments Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.94M
3
+$8.35M
4
ISRG icon
Intuitive Surgical
ISRG
+$8.33M
5
FANG icon
Diamondback Energy
FANG
+$7.35M

Top Sells

1
+$27.9M
2
+$9.11M
3
+$8.66M
4
UNH icon
UnitedHealth
UNH
+$7.74M
5
NEE icon
NextEra Energy
NEE
+$5.7M

Sector Composition

1 Technology 25.02%
2 Financials 10.77%
3 Healthcare 10.07%
4 Consumer Discretionary 8.12%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.51M 0.27%
71,102
-249
77
$7.28M 0.26%
85,596
+1,408
78
$7.15M 0.26%
53,328
+1,461
79
$7.05M 0.26%
22,105
+328
80
$7.02M 0.25%
32,946
+518
81
$6.95M 0.25%
54,443
+7,257
82
$6.93M 0.25%
55,797
+659
83
$6.88M 0.25%
64,629
+214
84
$6.79M 0.25%
44,021
+816
85
$6.78M 0.25%
8,841
+131
86
$6.77M 0.25%
72,470
+462
87
$6.55M 0.24%
42,453
-9,023
88
$6.52M 0.24%
82,027
+236
89
$6.43M 0.23%
33,531
+3,643
90
$6.22M 0.23%
50,607
+6,595
91
$6.19M 0.22%
+133,567
92
$6.19M 0.22%
32,300
+1,026
93
$5.99M 0.22%
108,531
+1,560
94
$5.98M 0.22%
93,862
-12,530
95
$5.97M 0.22%
52,507
+262
96
$5.93M 0.22%
35,479
+566
97
$5.89M 0.21%
35,452
+11,133
98
$5.85M 0.21%
50,478
+207
99
$5.84M 0.21%
44,323
-13,404
100
$5.77M 0.21%
40,241
-1,942
2 3
4
5 6