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
326
$59.6K 0.02%
+700
327
$57.8K 0.02%
+967
328
$57.7K 0.02%
+199
329
$57.5K 0.02%
+1,625
330
$57.1K 0.02%
+420
331
$56.4K 0.02%
+105
332
$55.1K 0.02%
+409
333
$54.3K 0.02%
+900
334
$54K 0.02%
+1,216
335
$53.8K 0.02%
+1,670
336
$53.5K 0.02%
+928
337
$53.4K 0.02%
+800
338
$53.1K 0.02%
+1,452
339
$53.1K 0.02%
+1,500
340
$52.9K 0.02%
+308
341
$52.7K 0.02%
+282
342
$51.6K 0.02%
+1,255
343
$51.4K 0.02%
+1,572
344
$51.2K 0.01%
+1,000
345
$49.2K 0.01%
+174
346
$48.6K 0.01%
+360
347
$48K 0.01%
+225
348
$47.2K 0.01%
+326
349
$46.9K 0.01%
+594
350
$46.8K 0.01%
+733
12 13
14
15 16