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
$185M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$178K
2
+$105K
3
+$91.6K
4
EW icon
Edwards Lifesciences
EW
+$91K
5
AMED
Amedisys
AMED
+$88.6K

Top Sells

1
+$2.73M
2
+$2.52M
3
+$2.51M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
CABO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.59%
9,613
-16,257
27
$1.09M 0.59%
11,198
-19,413
28
$1.09M 0.59%
13,455
-24,326
29
$1.09M 0.59%
2,800
-4,800
30
$1.08M 0.59%
22,479
-40,346
31
$1.08M 0.58%
18,324
-29,344
32
$1.07M 0.58%
3,621
-6,421
33
$1.06M 0.57%
13,983
-25,010
34
$1.05M 0.57%
13,568
-24,642
35
$1.05M 0.57%
5,435
-9,593
36
$1.04M 0.57%
5,968
-10,436
37
$1.04M 0.57%
6,132
-10,876
38
$1.04M 0.56%
11,982
-21,135
39
$1.04M 0.56%
7,446
-12,322
40
$1.04M 0.56%
13,433
-22,983
41
$1.04M 0.56%
5,379
-9,876
42
$1.03M 0.56%
7,554
-13,677
43
$1.03M 0.56%
11,306
-20,129
44
$1.03M 0.56%
4,994
-8,712
45
$1.03M 0.56%
13,515
-23,096
46
$1.02M 0.55%
18,498
-31,670
47
$1.02M 0.55%
9,070
-15,211
48
$1.02M 0.55%
10,859
-20,191
49
$1.02M 0.55%
5,124
-9,046
50
$1.01M 0.55%
7,221
-12,659
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