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
$496M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$850K
3 +$787K
4
MSI icon
Motorola Solutions
MSI
+$761K
5
IQV icon
IQVIA
IQV
+$754K

Top Sells

1 +$8.25M
2 +$6.8M
3 +$6.38M
4
CI icon
Cigna
CI
+$5.75M
5
HUM icon
Humana
HUM
+$5.35M

Sector Composition

1 Technology 23.37%
2 Industrials 20.9%
3 Healthcare 17.04%
4 Consumer Staples 12.83%
5 Consumer Discretionary 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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496
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498
$0 ﹤0.01%
13
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499
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500
-5,183