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
51
$1.64M 0.71%
+30,511
52
$1.59M 0.69%
59,630
+22,521
53
$1.58M 0.68%
+27,625
54
$1.58M 0.68%
+23,753
55
$1.57M 0.68%
64,294
+40,736
56
$1.56M 0.68%
35,333
+23,370
57
$1.54M 0.66%
+68,900
58
$1.51M 0.65%
38,201
+13,068
59
$1.49M 0.64%
+30,407
60
$1.48M 0.64%
+26,414
61
$1.48M 0.64%
+109,560
62
$1.47M 0.63%
+13,526
63
$1.47M 0.63%
+17,380
64
$1.46M 0.63%
+13,966
65
$1.44M 0.62%
+24,957
66
$1.4M 0.6%
10,743
+1,649
67
$1.4M 0.6%
9,652
+6,330
68
$1.39M 0.6%
+25,836
69
$1.39M 0.6%
+27,870
70
$1.36M 0.59%
56,251
+20,659
71
$1.36M 0.59%
+19,437
72
$1.36M 0.59%
18,605
-12,464
73
$1.34M 0.58%
6,015
-421
74
$1.33M 0.58%
64,128
+19,911
75
$1.31M 0.56%
14,152
+8,749
1 2
3
4 5