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
$302M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$911K
3 +$775K
4
TRUP icon
Trupanion
TRUP
+$576K
5
CIVI icon
Civitas Resources
CIVI
+$456K

Top Sells

1 +$1.08M
2 +$1.06M
3 +$398K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$209K
5
ECL icon
Ecolab
ECL
+$204K

Sector Composition

1 Healthcare 20.54%
2 Technology 14.44%
3 Consumer Discretionary 8.64%
4 Communication Services 7.66%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-953
202
-28,562
203
-5,430
204
-37,320