FL

Fort LP Portfolio holdings

AUM $39.6M
1-Year Est. Return 37.11%
This Quarter Est. Return
1 Year Est. Return
+37.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.66M
3
+$1.16M
4
KBR icon
KBR
KBR
+$1.1M
5
ABBV icon
AbbVie
ABBV
+$1.09M

Top Sells

1
+$2.33M
2
+$2.12M
3
+$1.5M
4
MASI icon
Masimo
MASI
+$1.28M
5
RMD icon
ResMed
RMD
+$1.21M

Sector Composition

1 Industrials 23.48%
2 Technology 23.47%
3 Healthcare 15.63%
4 Consumer Staples 12.84%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$96K 0.02%
+1,192
352
$96K 0.02%
+1,369
353
$95K 0.02%
6,820
-20,135
354
$95K 0.02%
+3,026
355
$95K 0.02%
+1,307
356
$95K 0.02%
+196
357
$95K 0.02%
+1,865
358
$95K 0.02%
378
+175
359
$95K 0.02%
+461
360
$95K 0.02%
+752
361
$95K 0.02%
4,440
+1,991
362
$95K 0.02%
+896
363
$95K 0.02%
+6,064
364
$95K 0.02%
+1,188
365
$94K 0.02%
1,757
+1,015
366
$94K 0.02%
+2,261
367
$94K 0.02%
+2,647
368
$91K 0.02%
+2,903
369
$88K 0.02%
+2,182
370
$88K 0.02%
+1,641
371
$87K 0.02%
+628
372
$85K 0.02%
+2,162
373
$85K 0.02%
+824
374
$84K 0.01%
+792
375
$81K 0.01%
5,705
-5,661
13 14
15
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