F/m Funds Trust

F/m Funds Trust (CIK 1546416) is an SEC-registered fund company with 4 reporting fund series and $238.3M in net assets as of 2023-09-30.

Registrant

Fund series (4)

SeriesNet assets
OAKHURST FIXED INCOME FUND$115.4M
F/M INVESTMENTS LARGE CAP FOCUSED FUND$52.0M
OAKHURST SHORT DURATION HIGH YIELD CREDIT FUND$43.8M
OAKHURST SHORT DURATION BOND FUND$27.1M

Largest reported holdings (across all series)

HoldingValue
Apple Inc.$6.0M
Microsoft Corporation$5.7M
Amazon.com, Inc.$4.4M
Alphabet Inc.$2.8M
Adobe Inc$2.4M
NVIDIA Corp.$2.4M
Meta Platforms Inc$2.2M
First American Funds Inc.$2.2M
Netflix, Inc.$2.0M
Advanced Micro Devices, Inc.$1.6M
Align Technology Inc.$1.5M
Penumbra Inc.$1.5M
Datadog Inc$1.4M
Palo Alto Networks Inc$1.4M
Servicenow Inc$1.3M

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