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FIM

Fernwood Investment Management Portfolio holdings

AUM $288M
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$534K
3
+$424K
4
CBM
Cambrex Corporation
CBM
+$289K
5
VVR icon
Invesco Senior Income Trust
VVR
+$257K

Top Sells

1
+$4.67M
2
+$2.73M
3
+$1.39M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$1.24M
5
GNRC icon
Generac Holdings
GNRC
+$1.17M

Sector Composition

1 Healthcare 20.46%
2 Energy 17.96%
3 Industrials 9.65%
4 Real Estate 6.74%
5 Technology 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-5,000
128
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129
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-14,103
130
– –
-23,274
131
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-35,036
132
– –
-7,950
133
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-6,655
134
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-4,977
135
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-7,800
136
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-6,900
137
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138
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-10,640
139
– –
-7,861
140
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-2,354
141
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-24,414
142
– –
-10,650
143
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-9,760
2 3 4 5
6