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FM Focus Equity (FMCX) ETF Holdings & Analysis
ETFOther
What FMCX does
This actively managed Exchange-Traded Fund (ETF) generally aims to invest in approximately 25 to 30 U.S. common stocks under normal market conditions. These equities are issued by companies listed on U.S. national securities exchanges and trade simultaneously with the fund's own shares. While the fund's adviser may choose to hold concentrated positions in common stocks, its internal rules stipulate that no individual investment should typically exceed 10% of the portfolio at the point of acquisition. This fund is classified as non-diversified.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| CASH | 10.38% | |
| Microsoft Corporation | 6.63% | |
| GE Aerospace | 5.69% | |
| Intel Corp. | 5.38% | |
| KKR & Co. Inc. | 5.21% | |
| Amazon.com, Inc. | 4.87% | |
| Honeywell International Inc. | 4.41% | |
| Berkshire Hathaway Inc. | 4.22% | |
| Broadcom Inc. | 3.83% | |
| O'Reilly Automotive, Inc. | 3.56% |
Sector allocation
| Basic Materials | 3.83% |
| Cash & Others | 0.01% |
| Communication Services | 5.31% |
| Consumer Cyclical | 15.46% |
| Financial Services | 13.61% |
| Healthcare | 9.30% |
| Industrials | 21.31% |
| Technology | 31.17% |
Geographic allocation
| United States | 80.38% |
| Other | 10.39% |
| United Kingdom | 3.25% |
| Switzerland | 2.68% |
| Netherlands | 2.35% |
| Japan | 0.95% |
PortView Portfolio Insights
PortView analyzes how FMCX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze FMCX in PortView →Related securities
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Frequently asked questions
- What does FMCX track?
- FMCX is the FM Focus Equity ETF, a Other ETF.
- What is the expense ratio of FMCX?
- Expense ratio data for FMCX is shown on the page when available from our data provider.
- What are the largest holdings in FMCX?
- Top holdings include CASH, MSFT, GE, INTC, KKR.
- How can PortView analyze FMCX overlap with other ETFs?
- PortView computes the holdings overlap between FMCX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.