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
$187M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M
2 +$2.94M
3 +$2.59M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.46M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.19M

Top Sells

1 +$2.32M
2 +$458K
3 +$319K
4
STON
StoneMor Inc.
STON
+$314K
5
MTSI icon
MACOM Technology Solutions
MTSI
+$272K

Sector Composition

1 Healthcare 28.74%
2 Energy 8.15%
3 Consumer Staples 6.41%
4 Technology 6.23%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,600
152
-6,100
153
-18,150
154
-14,700
155
-3,900