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
201
$2.72M 0.1%
9,324
-4
202
$2.72M 0.1%
71,928
+401
203
$2.71M 0.1%
+7,891
204
$2.71M 0.1%
19,075
-15,812
205
$2.66M 0.1%
+11,870
206
$2.63M 0.1%
34,766
+7
207
$2.61M 0.09%
62,274
-3,340
208
$2.6M 0.09%
+11,160
209
$2.59M 0.09%
6,375
-61
210
$2.51M 0.09%
115,263
+29,080
211
$2.51M 0.09%
15,759
+4,907
212
$2.43M 0.09%
11,126
+351
213
$2.42M 0.09%
23,606
+1,200
214
$2.4M 0.09%
51,277
+3,496
215
$2.37M 0.09%
23,561
-2,592
216
$2.36M 0.09%
29,763
+76
217
$2.33M 0.08%
78,725
+1,049
218
$2.31M 0.08%
389,616
+1,447
219
$2.29M 0.08%
46,543
+38,907
220
$2.27M 0.08%
55,905
+140
221
$2.23M 0.08%
22,459
+112
222
$2.21M 0.08%
21,549
+8,212
223
$2.18M 0.08%
71,962
+4,363
224
$2.17M 0.08%
6,963
+394
225
$2.16M 0.08%
59,618
+439
7 8
9
10 11