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
$109M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$753K
2 +$291K
3 +$275K
4
HD icon
Home Depot
HD
+$262K
5
IDU icon
iShares US Utilities ETF
IDU
+$250K

Sector Composition

1 Healthcare 25.83%
2 Energy 12.09%
3 Consumer Staples 8.73%
4 Real Estate 6.67%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,020
127
-2,049
128
-6,650
129
-777