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
$232M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.18M
3
+$3.06M
4
KMX icon
CarMax
KMX
+$3.06M
5
AIG icon
American International
AIG
+$2.79M

Top Sells

1
+$2.44M
2
+$2.33M
3
+$2.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.32M
5
YUM icon
Yum! Brands
YUM
+$2.27M

Sector Composition

1 Consumer Discretionary 14.84%
2 Financials 13.36%
3 Technology 12.7%
4 Industrials 11.99%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.95%
+48,082
27
$2.18M 0.94%
43,268
-7,755
28
$2.17M 0.93%
+33,833
29
$2.04M 0.88%
25,614
+18,273
30
$1.99M 0.86%
31,889
+27,978
31
$1.98M 0.85%
231,360
+180,841
32
$1.93M 0.83%
+52,512
33
$1.92M 0.83%
23,944
+11,715
34
$1.92M 0.83%
57,930
+5,411
35
$1.91M 0.82%
16,814
+7,864
36
$1.9M 0.82%
181,516
+106,764
37
$1.88M 0.81%
+39,154
38
$1.8M 0.78%
+39,491
39
$1.77M 0.76%
+16,894
40
$1.74M 0.75%
+51,867
41
$1.74M 0.75%
+76,909
42
$1.74M 0.75%
+9,818
43
$1.73M 0.74%
+12,161
44
$1.72M 0.74%
+13,738
45
$1.72M 0.74%
45,555
+6,905
46
$1.68M 0.73%
19,272
-129
47
$1.68M 0.72%
18,069
+7,524
48
$1.67M 0.72%
12,406
+7,643
49
$1.66M 0.71%
32,290
+5,834
50
$1.65M 0.71%
23,340
+19,923
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