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
651
$3.8K ﹤0.01%
+55
652
$3.75K ﹤0.01%
+20
653
$3.56K ﹤0.01%
+666
654
$3.47K ﹤0.01%
+44
655
$3.4K ﹤0.01%
+8
656
$3.2K ﹤0.01%
+266
657
$3.17K ﹤0.01%
+169
658
$3.16K ﹤0.01%
+250
659
$3.06K ﹤0.01%
+102
660
$2.9K ﹤0.01%
+30
661
$2.86K ﹤0.01%
+92
662
$2.83K ﹤0.01%
+32
663
$2.81K ﹤0.01%
+48
664
$2.74K ﹤0.01%
+100
665
$2.56K ﹤0.01%
+100
666
$2.55K ﹤0.01%
+345
667
$2.47K ﹤0.01%
+500
668
$2.39K ﹤0.01%
+6
669
$2.39K ﹤0.01%
+110
670
$2.27K ﹤0.01%
+100
671
$2.17K ﹤0.01%
+481
672
$2.1K ﹤0.01%
+150
673
$2.09K ﹤0.01%
+100
674
$2.06K ﹤0.01%
+666
675
$2.06K ﹤0.01%
+19
25 26
27
28 29