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
376
$77K 0.01%
+1,966
377
$75K 0.01%
+656
378
$74K 0.01%
+1,950
379
$73K 0.01%
+1,354
380
$72K 0.01%
+837
381
$72K 0.01%
864
-1,296
382
$72K 0.01%
651
-4,760
383
$67K 0.01%
+744
384
$65K 0.01%
+1,101
385
$64K 0.01%
1,816
+34
386
$62K 0.01%
539
-119
387
$61K 0.01%
+1,603
388
$61K 0.01%
936
+605
389
$60K 0.01%
1,032
-403
390
$59K 0.01%
+2,670
391
$58K 0.01%
+809
392
$56K 0.01%
2,181
-3,447
393
$56K 0.01%
+743
394
$56K 0.01%
+990
395
$55K 0.01%
+767
396
$54K 0.01%
+1,073
397
$50K 0.01%
3,906
+2,728
398
$48K 0.01%
679
-22
399
$47K 0.01%
1,308
+137
400
$46K 0.01%
1,805
+177
14 15
16
17 18