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
151
$3.99M 0.14%
42,520
+38,945
152
$3.99M 0.14%
39,403
+7,900
153
$3.96M 0.14%
23,896
+397
154
$3.93M 0.14%
7,067
+113
155
$3.93M 0.14%
28,432
+106
156
$3.92M 0.14%
47,194
+1,294
157
$3.88M 0.14%
14,143
-180
158
$3.87M 0.14%
51,881
+127
159
$3.82M 0.14%
23,212
-6,943
160
$3.82M 0.14%
112,940
+2,019
161
$3.81M 0.14%
50,747
+76
162
$3.81M 0.14%
21,450
-439
163
$3.74M 0.14%
164,950
-3,179
164
$3.73M 0.14%
57,195
+121
165
$3.71M 0.13%
59,470
-16,556
166
$3.7M 0.13%
28,189
+47
167
$3.68M 0.13%
21,289
+5,110
168
$3.67M 0.13%
101,776
+31,605
169
$3.65M 0.13%
28,212
-37
170
$3.65M 0.13%
70,717
+168
171
$3.65M 0.13%
31,000
172
$3.63M 0.13%
45,255
+2,560
173
$3.58M 0.13%
+10,236
174
$3.56M 0.13%
77,571
+1,556
175
$3.51M 0.13%
6,688
+89
5 6
7
8 9