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
$567M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.53M
3
+$1.12M
4
J icon
Jacobs Solutions
J
+$1.07M
5
ABBV icon
AbbVie
ABBV
+$1.03M

Top Sells

1
+$2.19M
2
+$2.12M
3
+$1.5M
4
MASI icon
Masimo
MASI
+$1.21M
5
RMD icon
ResMed
RMD
+$1.12M

Sector Composition

1 Industrials 23.49%
2 Technology 23.47%
3 Healthcare 15.63%
4 Consumer Staples 12.84%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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528
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531
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532
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533
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534
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535
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536
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538
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-21,378
539
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