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
$194M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.17M
3
+$5.16M
4
QCOM icon
Qualcomm
QCOM
+$5.14M
5
TARO
Taro Pharmaceutical Industries Ltd.
TARO
+$4.54M

Top Sells

1
+$6.4M
2
+$5.28M
3
+$3.77M
4
AAPL icon
Apple
AAPL
+$3.62M
5
RTN
Raytheon Company
RTN
+$3.01M

Sector Composition

1 Technology 30.76%
2 Healthcare 16.89%
3 Consumer Discretionary 16.74%
4 Industrials 16.25%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.02%
6,015
-68
52
– –
-16,800
53
– –
-2,408
54
– –
-16,292
55
– –
-7,965
56
– –
-26,100
57
– –
-75,180
1 2
3