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
151
$5.84M 0.21%
+75,845
152
$5.7M 0.21%
+550,023
153
$5.67M 0.2%
+170,593
154
$5.4M 0.19%
+195,139
155
$5.27M 0.19%
+222,891
156
$5.24M 0.19%
+56,212
157
$5.19M 0.19%
+30,579
158
$4.94M 0.18%
+9,111
159
$4.9M 0.18%
+15,629
160
$4.86M 0.18%
+8,924
161
$4.68M 0.17%
+108,154
162
$4.65M 0.17%
+112,665
163
$4.61M 0.17%
+14,756
164
$4.55M 0.16%
+64,550
165
$4.42M 0.16%
+5,612
166
$4.34M 0.16%
+19,186
167
$4.33M 0.16%
+18,141
168
$4.3M 0.16%
+173,845
169
$4.3M 0.16%
+34,731
170
$4.3M 0.16%
+25,257
171
$4.25M 0.15%
+96,690
172
$4.24M 0.15%
+106,159
173
$4.22M 0.15%
+285,777
174
$4.14M 0.15%
+8,855
175
$4.12M 0.15%
+21,104
5 6
7
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