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
101
$9.35M 0.34%
+93,190
102
$9.33M 0.34%
+80,399
103
$9.16M 0.33%
+95,082
104
$8.91M 0.32%
+71,631
105
$8.88M 0.32%
+217,143
106
$8.87M 0.32%
+85,184
107
$8.86M 0.32%
+90,989
108
$8.67M 0.31%
+81,317
109
$8.62M 0.31%
+19,387
110
$8.48M 0.31%
+402,222
111
$8.32M 0.3%
+125,199
112
$8.3M 0.3%
+24,394
113
$8.26M 0.3%
+40,703
114
$8.25M 0.3%
+203,501
115
$8.16M 0.29%
+199,138
116
$8.1M 0.29%
+114,326
117
$8.02M 0.29%
+75,360
118
$8M 0.29%
+42,321
119
$7.9M 0.29%
+33,186
120
$7.89M 0.28%
32,579
+31,727
121
$7.85M 0.28%
+201,094
122
$7.73M 0.28%
+612,197
123
$7.69M 0.28%
+44,384
124
$7.6M 0.27%
+321,537
125
$7.55M 0.27%
+81,711
3 4
5
6 7