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
676
$1.81K ﹤0.01%
+200
677
$1.78K ﹤0.01%
+74
678
$1.63K ﹤0.01%
+15
679
$1.47K ﹤0.01%
+32
680
$1.47K ﹤0.01%
+65
681
$1.44K ﹤0.01%
+50
682
$1.43K ﹤0.01%
+9
683
$1.34K ﹤0.01%
+59
684
$1.24K ﹤0.01%
+12
685
$1.17K ﹤0.01%
+330
686
$1.15K ﹤0.01%
+205
687
$950 ﹤0.01%
+33
688
$897 ﹤0.01%
+16
689
$782 ﹤0.01%
+10
690
$747 ﹤0.01%
+54
691
$652 ﹤0.01%
+10
692
$647 ﹤0.01%
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$643 ﹤0.01%
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694
$609 ﹤0.01%
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695
$609 ﹤0.01%
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696
$577 ﹤0.01%
+18
697
$570 ﹤0.01%
+15
698
$568 ﹤0.01%
+200
699
$476 ﹤0.01%
+17
700
$351 ﹤0.01%
+331
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