FMI

F/M Investments Portfolio holdings

AUM $2.59B
1-Year Est. Return 23.6%
This Quarter Est. Return
1 Year Est. Return
+23.6%
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
126
$7.44M 0.27%
+90,458
127
$7.41M 0.27%
+118,230
128
$7.3M 0.26%
+95,576
129
$7.14M 0.26%
+27,658
130
$7.05M 0.25%
+6,708
131
$7.01M 0.25%
+191,045
132
$6.96M 0.25%
+131,684
133
$6.9M 0.25%
+27,164
134
$6.8M 0.25%
+251,068
135
$6.71M 0.24%
+553,563
136
$6.68M 0.24%
+123,186
137
$6.64M 0.24%
+45,726
138
$6.59M 0.24%
+28,457
139
$6.53M 0.24%
+181,199
140
$6.51M 0.24%
137,476
+127,555
141
$6.45M 0.23%
+37,171
142
$6.35M 0.23%
+90,480
143
$6.28M 0.23%
+9,708
144
$6.25M 0.23%
+65,549
145
$6.16M 0.22%
+105,080
146
$6.14M 0.22%
+69,584
147
$6.09M 0.22%
+284,758
148
$6.03M 0.22%
+53,826
149
$5.93M 0.21%
+29,953
150
$5.85M 0.21%
+83,442
4 5
6
7 8