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
101
$5.75M 0.21%
59,086
-723
102
$5.71M 0.21%
132,000
+5,676
103
$5.71M 0.21%
57,972
+6,510
104
$5.66M 0.21%
27,266
-1,349
105
$5.58M 0.2%
18,081
+246
106
$5.47M 0.2%
44,126
+274
107
$5.46M 0.2%
48,929
+8,764
108
$5.43M 0.2%
50,359
-81,011
109
$5.37M 0.19%
19,929
-383
110
$5.36M 0.19%
83,512
+277
111
$5.32M 0.19%
23,055
-18,532
112
$5.28M 0.19%
9,289
-9,592
113
$5.25M 0.19%
38,155
+4,440
114
$5.21M 0.19%
26,335
+19,918
115
$5.16M 0.19%
36,813
-6,088
116
$5.1M 0.19%
44,185
+4,165
117
$5.07M 0.18%
106,281
+24,522
118
$5.03M 0.18%
119,187
+581
119
$5.02M 0.18%
63,408
+309
120
$4.91M 0.18%
21,352
-3,260
121
$4.89M 0.18%
17,521
+358
122
$4.89M 0.18%
239,866
+596
123
$4.88M 0.18%
17,893
+88
124
$4.85M 0.18%
175,464
+29,933
125
$4.83M 0.18%
215,006
+50,594
3 4
5
6 7