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
$425M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$6.54M
2 +$1.04M
3 +$879K
4
HSY icon
Hershey
HSY
+$874K
5
CHD icon
Church & Dwight Co
CHD
+$839K

Top Sells

1 +$15.8M
2 +$7.9M
3 +$6.45M
4
OMC icon
Omnicom Group
OMC
+$5.73M
5
USNA icon
Usana Health Sciences
USNA
+$5.34M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.66%
3 Industrials 15.91%
4 Consumer Staples 12.2%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$2K ﹤0.01%
17
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427
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13
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428
$1K ﹤0.01%
10
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429
$1K ﹤0.01%
25
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$0 ﹤0.01%
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