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
526
$12.7K ﹤0.01%
+122
527
$12.6K ﹤0.01%
+200
528
$12.5K ﹤0.01%
+20
529
$12.5K ﹤0.01%
+1,500
530
$12.5K ﹤0.01%
+405
531
$12.4K ﹤0.01%
+122
532
$12.4K ﹤0.01%
+101
533
$12.4K ﹤0.01%
+311
534
$12.4K ﹤0.01%
+82
535
$12.3K ﹤0.01%
+119
536
$12.3K ﹤0.01%
+135
537
$12.2K ﹤0.01%
+49
538
$12.2K ﹤0.01%
+269
539
$12.1K ﹤0.01%
+300
540
$12K ﹤0.01%
+446
541
$12K ﹤0.01%
+210
542
$12K ﹤0.01%
+144
543
$11.8K ﹤0.01%
+40
544
$11.8K ﹤0.01%
+87
545
$11.6K ﹤0.01%
+200
546
$11.6K ﹤0.01%
+217
547
$11.4K ﹤0.01%
+99
548
$11.3K ﹤0.01%
+534
549
$11.3K ﹤0.01%
+300
550
$11.3K ﹤0.01%
+260