Fm
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F/m Large Cap Focused Fund | IAFMXMutual Fund | |
| F/m Large Cap Focused Fund | |
| Last update 2025-06-17 | 24 Stocks (5 new) |
| Value $54.00 Mil | Turnover 21 % |
F/m Large Cap Focused Fund Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 41,244 | 5,152.2 | -7.55% | 9.490 | -0.72% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
META | Meta Platforms Inc | 5,683 | 3,797.4 | -14.04% | 7.000 | -0.82% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
PLTR | Palantir Technologies Inc | 43,546 | 3,697.9 | New Holding | 6.810 | +6.81% | 0.000 | +58.60% | +97.10% | 351,792.1 | Software | |
NFLX | Netflix Inc | 3,728 | 3,655.5 | -7.33% | 6.740 | -0.40% | 0.000 | +14.39% | +33.52% | 505,696.3 | Media - Diversified | |
AAPL | Apple Inc | 13,448 | 3,252.3 | -35.76% | 5.990 | -2.74% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AMZN | Amazon.com Inc | 15,234 | 3,233.9 | -36.17% | 5.960 | -2.76% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
LPLA | LPL Financial Holdings Inc | 7,117 | 2,645.7 | 0% | 4.870 | 0% | 0.010 | +24.80% | +14.85% | 29,939.7 | Capital Markets | |
MSFT | Microsoft Corp | 6,535 | 2,594.3 | -58.90% | 4.780 | -6.11% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMD | Advanced Micro Devices Inc | 22,673 | 2,264.1 | +31.93% | 4.170 | +1.01% | 0.000 | +79.36% | +28.09% | 250,863.7 | Semiconductors | |
NOW | ServiceNow Inc | 2,253 | 2,094.8 | 0% | 3.860 | 0% | 0.000 | +25.50% | -9.22% | 199,356.8 | Software |
F/m Large Cap Focused Fund's Historical Top Holdings Breakdowns
F/m Large Cap Focused Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2025-02-28 | New Buy New Buy | +6.81% | 64.98 ($83.63) 124.62 | $149.07 | 78.25% | New holding | 43,546 | 43,546 | |
MSFT | Microsoft Corp | 2025-02-28 | Reduce Reduce | -6.11% | 392.53 ($425.78) 454.46 | $505.27 | 18.67% | Reduce -58.9% | 6,535 | -9,367 | |
TSLA | Tesla Inc | 2025-02-28 | Sold Out Sold Out | -3.39% | 281.95 ($388.59) 479.86 | $332.11 | -14.53% | Sold Out | 0 | -6,386 | |
MKC | McCormick & Co Inc | 2025-02-28 | New Buy New Buy | +3.20% | 71.24 ($77.35) 82.8 | $72.50 | -6.27% | New holding | 21,047 | 21,047 | |
HD | The Home Depot Inc | 2025-02-28 | Sold Out Sold Out | -3.08% | 382.42 ($405.64) 431.37 | $371.01 | -8.54% | Sold Out | 0 | -4,659 | |
MMC | Marsh & McLennan Companies Inc | 2025-02-28 | New Buy New Buy | +2.98% | 208.48 ($220.63) 237.84 | $210.30 | -4.68% | New holding | 6,805 | 6,805 | |
ADBE | Adobe Inc | 2025-02-28 | Sold Out Sold Out | -2.94% | 405.92 ($455.53) 552.96 | $372.87 | -18.15% | Sold Out | 0 | -3,703 | |
BURL | Burlington Stores Inc | 2025-02-28 | Sold Out Sold Out | -2.83% | 235.79 ($276.74) 295.49 | $275.44 | -0.47% | Sold Out | 0 | -6,527 | |
CIEN | Ciena Corp | 2025-02-28 | New Buy New Buy | +2.80% | 69.52 ($83.94) 98.18 | $84.36 | 0.50% | New holding | 19,091 | 19,091 | |
AMZN | Amazon.com Inc | 2025-02-28 | Reduce Reduce | -2.76% | 207.89 ($225.66) 242.06 | $227.47 | 0.80% | Reduce -36.17% | 15,234 | -8,633 |
F/m Large Cap Focused Fund Total Holding History ($B)
F/m Large Cap Focused Fund's Asset Allocation
F/m Large Cap Focused Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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F/m Large Cap Focused Fund's Hypothetical Growth since 2025-02-28
F/m Large Cap Focused Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
F/m Large Cap Focused Fund's Holdings Heat Map
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F/m Large Cap Focused Fund's Holdings Bubble Chart
F/m Large Cap Focused Fund News
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