FIM

Fernwood Investment Management Portfolio holdings

AUM $288M
1-Year Est. Return 33.53%
This Quarter Est. Return
1 Year Est. Return
+33.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.82M
3
+$530K
4
AMD icon
Advanced Micro Devices
AMD
+$412K
5
PLRX icon
Pliant Therapeutics
PLRX
+$376K

Top Sells

1
+$2.48M
2
+$1.69M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.43M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Sector Composition

1 Technology 16.17%
2 Healthcare 15.05%
3 Consumer Discretionary 7.98%
4 Energy 7.68%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$89.5K 0.03%
+1,600
277
$89.2K 0.03%
+994
278
$88.3K 0.03%
+5,000
279
$85.7K 0.03%
+500
280
$84.3K 0.02%
+2,650
281
$84.3K 0.02%
+1,860
282
$84.2K 0.02%
+1,500
283
$83.2K 0.02%
+1,360
284
$80.9K 0.02%
+1,514
285
$80.7K 0.02%
+1,454
286
$80.6K 0.02%
+1,130
287
$79.7K 0.02%
+6,000
288
$79.4K 0.02%
+811
289
$79.3K 0.02%
+2,717
290
$78.8K 0.02%
+2,650
291
$78K 0.02%
+800
292
$77.4K 0.02%
+700
293
$77.3K 0.02%
+967
294
$76.9K 0.02%
+2,000
295
$76.6K 0.02%
+500
296
$75.7K 0.02%
+900
297
$72.2K 0.02%
+1,077
298
$71.9K 0.02%
+7,613
299
$71.8K 0.02%
+347
300
$71.7K 0.02%
+315
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