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
176
$4.08M 0.15%
20,351
+11,440
177
$4M 0.14%
32,326
+30,390
178
$3.92M 0.14%
+135,362
179
$3.61M 0.13%
19,661
+17,001
180
$3.57M 0.13%
+62,418
181
$3.56M 0.13%
+73,153
182
$3.55M 0.13%
+38,804
183
$3.52M 0.13%
+24,943
184
$3.28M 0.12%
+314,210
185
$3.26M 0.12%
+69,017
186
$3.25M 0.12%
+41,425
187
$3.16M 0.11%
+37,698
188
$3.05M 0.11%
+31,054
189
$2.98M 0.11%
+68,478
190
$2.93M 0.11%
+18,520
191
$2.88M 0.1%
+64,445
192
$2.74M 0.1%
+53,200
193
$2.64M 0.1%
+68,267
194
$2.62M 0.09%
+16,805
195
$2.56M 0.09%
+31,000
196
$2.5M 0.09%
22,745
+20,598
197
$2.46M 0.09%
+87,899
198
$2.43M 0.09%
+24,928
199
$2.28M 0.08%
22,338
+19,879
200
$2.24M 0.08%
+78,112
6 7
8
9 10