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
126
$4.81M 0.17%
16,235
+51
127
$4.78M 0.17%
41,410
+4,200
128
$4.77M 0.17%
42,091
+223
129
$4.6M 0.17%
4,381
-1,230
130
$4.52M 0.16%
142,851
+702
131
$4.48M 0.16%
9,678
-1,939
132
$4.46M 0.16%
170,886
+853
133
$4.43M 0.16%
26,851
+80
134
$4.39M 0.16%
92,862
-10,980
135
$4.38M 0.16%
47,440
+8,860
136
$4.31M 0.16%
74,462
+16,298
137
$4.31M 0.16%
34,882
-1,100
138
$4.3M 0.16%
43,322
139
$4.28M 0.16%
52,382
-500
140
$4.26M 0.15%
53,369
+259
141
$4.2M 0.15%
27,650
-16,562
142
$4.19M 0.15%
+83,599
143
$4.18M 0.15%
14,168
+46
144
$4.16M 0.15%
134,093
+429
145
$4.11M 0.15%
94,767
+2,311
146
$4.08M 0.15%
+10,657
147
$4.06M 0.15%
73,611
+359
148
$4.01M 0.15%
+15,384
149
$4M 0.15%
43,167
+7,907
150
$3.99M 0.15%
14,160
-3,344
4 5
6
7 8