FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.09M
2 +$3.72M
3 +$2.19M
4
BG icon
Bunge Global
BG
+$1.59M
5
NEE icon
NextEra Energy
NEE
+$1.4M

Top Sells

1 +$5.92M
2 +$5.24M
3 +$5.04M
4
B
Barrick Mining
B
+$4.76M
5
CMA
Comerica
CMA
+$4.48M

Sector Composition

1 Energy 14.23%
2 Financials 13.42%
3 Technology 10.01%
4 Healthcare 9.48%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
$0 ﹤0.01%
+1
78
-162,422