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
176
$200K 0.09%
3,124
-6,548
177
$32K 0.01%
+1,081
178
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-7,292
179
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-10,420
180
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-8,414
181
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-19,323
182
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-15,937
183
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-33,932
184
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-32,207
185
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-13,364
186
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-8,563
187
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-8,688
188
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-2,436
189
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-2,998
190
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-19,448
191
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-31,014
192
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-14,311
193
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-3,542
194
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-23,971
195
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-33,628
196
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197
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-15,997
198
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-10,610
199
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-15,841
200
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-26,660
6 7
8
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