FMI

F/M Investments Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
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
176
$3.5M 0.13%
81,064
-22,254
177
$3.48M 0.13%
30,496
+512
178
$3.47M 0.13%
54,408
+271
179
$3.47M 0.13%
71,547
+67,001
180
$3.43M 0.12%
25,958
+149
181
$3.39M 0.12%
9,046
+468
182
$3.36M 0.12%
+32,216
183
$3.36M 0.12%
74,606
+12,964
184
$3.33M 0.12%
58,579
+782
185
$3.31M 0.12%
39,541
-11,226
186
$3.29M 0.12%
18,233
+24
187
$3.26M 0.12%
39,051
188
$3.18M 0.12%
10,032
-2,254
189
$3.16M 0.11%
85,715
+417
190
$3.01M 0.11%
93,028
+413
191
$2.98M 0.11%
42,922
-82,044
192
$2.88M 0.1%
+67,022
193
$2.87M 0.1%
10,618
+374
194
$2.86M 0.1%
80,054
+4,932
195
$2.85M 0.1%
+19,237
196
$2.82M 0.1%
116,489
+6,472
197
$2.8M 0.1%
8,979
-20,257
198
$2.79M 0.1%
23,301
+709
199
$2.78M 0.1%
187,734
+40,269
200
$2.77M 0.1%
71,222
+3,774
6 7
8
9 10