FIM
Fernwood Investment Management Portfolio holdings
AUM
$288M
This Quarter Return
+4.39%
1 Year Return
+33.53%
3 Year Return
+83.32%
5 Year Return
+196.78%
10 Year Return
+650.37%
AUM
$185M
AUM Growth
+$185M
(+3.4%)
Cap. Flow
+$36.7K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
33.29%
Holding
163
New
18
Increased
27
Reduced
76
Closed
6
Top Buys
| 1 |
AVYA
Avaya Holdings Corp. Common Stock
AVYA
|
$1.39M |
| 2 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
$1.05M |
| 3 |
Netflix
NFLX
|
$529K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$460K |
| 5 |
Antero Resources
AR
|
$418K |
Top Sells
Sector Composition
| 1 | Healthcare | 29.16% |
| 2 | Energy | 8.78% |
| 3 | Technology | 6.05% |
| 4 | Consumer Discretionary | 5.9% |
| 5 | Financials | 5.61% |
