FP

FDO Partners Portfolio holdings

AUM $752K
1-Year Est. Return 4.36%
This Quarter Est. Return
1 Year Est. Return
-4.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.69M
3 +$1.65M
4
WBA
Walgreens Boots Alliance
WBA
+$1.58M
5
EMR icon
Emerson Electric
EMR
+$1.56M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 16.36%
2 Technology 13.64%
3 Industrials 11.62%
4 Healthcare 10.11%
5 Financials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$205K 0.12%
+4,310
227
$204K 0.12%
+1,132
228
$202K 0.12%
+1,069
229
$201K 0.11%
+4,646
230
$200K 0.11%
+2,858
231
$178K 0.1%
+10,064
232
$168K 0.1%
+17,478
233
$164K 0.09%
+14,572
234
$137K 0.08%
+11,972
235
$84K 0.05%
+12,812
236
$40K 0.02%
+11,000