F

Formation8 Portfolio holdings

AUM $67.6M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$198M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 83.51%
2 Healthcare 16.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1B 83.51%
2,112,871
2
$198M 16.49%
+7,355,629