FL
Fort LP Portfolio holdings
AUM
$39.6M
This Quarter Return
+19.45%
1 Year Return
+37.11%
3 Year Return
+56.81%
5 Year Return
+128.27%
10 Year Return
+343.53%
AUM
$185M
AUM Growth
+$185M
(-59%)
Cap. Flow
-$336M
Cap. Flow
% of AUM
-181.9%
Top 10 Holdings %
Top 10 Hldgs %
7.26%
Holding
363
New
–
Increased
15
Reduced
254
Closed
94
Top Buys
| 1 |
West Pharmaceutical
WST
|
$178K |
| 2 |
Edwards Lifesciences
EW
|
$164K |
| 3 |
Veeva Systems
VEEV
|
$105K |
| 4 |
Bio-Techne
TECH
|
$91.6K |
| 5 |
AMED
Amedisys
AMED
|
$88.6K |
Top Sells
| 1 |
Apple
AAPL
|
$2.73M |
| 2 |
CTXS
Citrix Systems Inc
CTXS
|
$2.52M |
| 3 |
Synopsys
SNPS
|
$2.51M |
| 4 |
Microsoft
MSFT
|
$2.48M |
| 5 |
Cable One
CABO
|
$2.45M |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Industrials | 21.8% |
| 3 | Healthcare | 17.4% |
| 4 | Consumer Staples | 13.3% |
| 5 | Consumer Discretionary | 9.36% |