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
$2.77B
AUM Growth
+$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$83M
3
+$75.3M
4
NVDA icon
NVIDIA
NVDA
+$72.6M
5
AMZN icon
Amazon
AMZN
+$71.1M

Top Sells

1
+$11.6M
2
+$9.99M
3
+$6.42M
4
TBIL
F/m US Treasury 3 Month Bill Fund
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
201
$2.24M 0.08%
1,752
-1
202
$2.21M 0.08%
+9,788
203
$2.2M 0.08%
+55,153
204
$2.19M 0.08%
+15,621
205
$2.18M 0.08%
+1,465
206
$2.16M 0.08%
+40,821
207
$1.98M 0.07%
+8,829
208
$1.94M 0.07%
+8,064
209
$1.92M 0.07%
+21,260
210
$1.91M 0.07%
+60,816
211
$1.91M 0.07%
+12,025
212
$1.89M 0.07%
+13,906
213
$1.88M 0.07%
+9,992
214
$1.88M 0.07%
6,280
+5,452
215
$1.83M 0.07%
+12,328
216
$1.79M 0.06%
+8,053
217
$1.78M 0.06%
+4,750
218
$1.76M 0.06%
+8,749
219
$1.72M 0.06%
+12,529
220
$1.72M 0.06%
+32,414
221
$1.72M 0.06%
6,685
-387
222
$1.7M 0.06%
+33,602
223
$1.68M 0.06%
+21,497
224
$1.66M 0.06%
+28,400
225
$1.66M 0.06%
+6,381
7 8
9
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