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
401
$46K 0.01%
+538
402
$44K 0.01%
1,424
+533
403
$43K 0.01%
+271
404
$43K 0.01%
+973
405
$42K 0.01%
+379
406
$42K 0.01%
+962
407
$42K 0.01%
+889
408
$41K 0.01%
348
409
$40K 0.01%
+498
410
$40K 0.01%
+1,056
411
$40K 0.01%
851
-209
412
$39K 0.01%
882
+225
413
$38K 0.01%
+749
414
$38K 0.01%
+519
415
$37K 0.01%
208
-3,687
416
$37K 0.01%
1,054
-860
417
$37K 0.01%
+426
418
$33K 0.01%
+667
419
$33K 0.01%
+1,726
420
$31K 0.01%
+2,727
421
$30K 0.01%
+695
422
$29K 0.01%
+583
423
$29K 0.01%
+927
424
$29K 0.01%
+1,303
425
$28K ﹤0.01%
+1,822
15 16
17
18 19