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
351
$46.5K 0.01%
+134
352
$46.3K 0.01%
+488
353
$46K 0.01%
+324
354
$45.6K 0.01%
+1,241
355
$45.6K 0.01%
+47
356
$45.5K 0.01%
+70
357
$45.1K 0.01%
+360
358
$44.5K 0.01%
+337
359
$44.1K 0.01%
+500
360
$43.2K 0.01%
+500
361
$43.1K 0.01%
+300
362
$42.4K 0.01%
+550
363
$41.6K 0.01%
+1,159
364
$40.4K 0.01%
+860
365
$40.2K 0.01%
+1,085
366
$39.8K 0.01%
+470
367
$39.7K 0.01%
16,400
368
$38.3K 0.01%
+404
369
$38.1K 0.01%
+97
370
$37.8K 0.01%
+523
371
$37.8K 0.01%
+79
372
$37.8K 0.01%
+130
373
$37.7K 0.01%
+675
374
$36.5K 0.01%
+65
375
$36.3K 0.01%
+70
13 14
15
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