FL

Fort LP Portfolio holdings

AUM $39.6M
1-Year Est. Return 37.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$583K
3
+$581K
4
ADBE icon
Adobe
ADBE
+$572K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$566K

Top Sells

1
+$1.66M
2
+$722K
3
+$634K
4
TJX icon
TJX Companies
TJX
+$595K
5
FICO icon
Fair Isaac
FICO
+$586K

Sector Composition

1 Technology 24.27%
2 Industrials 23.02%
3 Healthcare 16.77%
4 Consumer Staples 13.49%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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449
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