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
$3.18B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$16.9M
3
+$14.5M
4
ANIP icon
ANI Pharmaceuticals
ANIP
+$14.1M
5
IESC icon
IES Holdings
IESC
+$10.9M

Top Sells

1
+$144M
2
+$12.4M
3
+$10.2M
4
WFC icon
Wells Fargo
WFC
+$10.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.09M

Sector Composition

1 Technology 26.61%
2 Healthcare 12.25%
3 Financials 12.03%
4 Industrials 11.61%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.78M 0.09%
18,466
-54
202
$2.51M 0.08%
22,608
-2,320
203
$2.5M 0.08%
9,787
-1
204
$2.39M 0.08%
78,112
205
$2.34M 0.07%
81,156
-6,743
206
$2.27M 0.07%
19,128
-2,132
207
$2.17M 0.07%
60,816
208
$2.14M 0.07%
8,062
-2
209
$2.08M 0.07%
12,772
-1,134
210
$2.06M 0.06%
+8,938
211
$2M 0.06%
4,046
+1,329
212
$2M 0.06%
+8,622
213
$1.99M 0.06%
+12,561
214
$1.96M 0.06%
466
-15
215
$1.9M 0.06%
+29,033
216
$1.89M 0.06%
14,142
-1,479
217
$1.84M 0.06%
6,636
-49
218
$1.83M 0.06%
10,355
-9,996
219
$1.82M 0.06%
33,299
+885
220
$1.79M 0.06%
39,000
221
$1.77M 0.06%
19,273
-2,224
222
$1.76M 0.06%
6,527
+247
223
$1.73M 0.05%
5,684
+2,381
224
$1.72M 0.05%
22,041
-59
225
$1.72M 0.05%
26,034
-2,934
7 8
9
10 11