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
$521M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$574K
3
+$559K
4
ROST icon
Ross Stores
ROST
+$538K
5
VZ icon
Verizon
VZ
+$529K

Top Sells

1
+$4.73M
2
+$4.13M
3
+$4.08M
4
ALSN icon
Allison Transmission
ALSN
+$3.26M
5
WU icon
Western Union
WU
+$2.85M

Sector Composition

1 Technology 24.12%
2 Industrials 22.87%
3 Healthcare 15.88%
4 Consumer Staples 12.67%
5 Consumer Discretionary 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
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