FP
FDO Partners Portfolio holdings
AUM
$752K
This Quarter Return
-1.59%
1 Year Return
-4.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+20%)
Cap. Flow
+$30.4M
Cap. Flow
% of AUM
16.48%
Top 10 Holdings %
Top 10 Hldgs %
12.57%
Holding
314
New
71
Increased
75
Reduced
37
Closed
131
Top Buys
| 1 |
Delta Air Lines
DAL
|
$2.44M |
| 2 |
Progressive
PGR
|
$2.33M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.32M |
| 4 |
Apple
AAPL
|
$2.28M |
| 5 |
Yum! Brands
YUM
|
$2.27M |
Top Sells
| 1 |
Cummins
CMI
|
$1.74M |
| 2 |
Estee Lauder
EL
|
$1.63M |
| 3 |
Unum
UNM
|
$1.57M |
| 4 |
Ralph Lauren
RL
|
$1.57M |
| 5 |
Mohawk Industries
MHK
|
$1.5M |
Sector Composition
| 1 | Consumer Discretionary | 16.32% |
| 2 | Industrials | 12.23% |
| 3 | Technology | 12.21% |
| 4 | Financials | 10.64% |
| 5 | Healthcare | 9.5% |
