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
$248M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.88M
3
+$2.83M
4
FSLR icon
First Solar
FSLR
+$2.73M
5
BKNG icon
Booking.com
BKNG
+$2.65M

Top Sells

1
+$3.2M
2
+$3.19M
3
+$3.18M
4
CPB icon
Campbell Soup
CPB
+$3.16M
5
JBL icon
Jabil
JBL
+$3.16M

Sector Composition

1 Financials 17.85%
2 Consumer Discretionary 14.83%
3 Technology 13.8%
4 Healthcare 11.46%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.74%
+49,205
52
$1.84M 0.74%
9,021
-797
53
$1.84M 0.74%
+23,697
54
$1.82M 0.73%
+16,943
55
$1.8M 0.73%
78,381
+18,751
56
$1.79M 0.72%
+18,701
57
$1.78M 0.72%
+79,539
58
$1.78M 0.72%
25,144
-15,068
59
$1.75M 0.7%
+56,001
60
$1.73M 0.7%
29,181
+3,573
61
$1.7M 0.68%
30,255
+11,342
62
$1.69M 0.68%
34,747
+20,894
63
$1.66M 0.67%
280,326
+86,534
64
$1.64M 0.66%
31,285
-1,005
65
$1.64M 0.66%
+28,114
66
$1.61M 0.65%
+38,695
67
$1.55M 0.62%
+13,106
68
$1.54M 0.62%
+58,297
69
$1.53M 0.62%
+15,705
70
$1.51M 0.61%
+15,977
71
$1.5M 0.61%
+69,483
72
$1.49M 0.6%
32,806
-15,276
73
$1.47M 0.59%
+19,481
74
$1.46M 0.59%
+42,016
75
$1.46M 0.59%
30,347
+4,787
1 2
3
4 5