FL
Fort LP Portfolio holdings
AUM
$39.6M
1-Year Est. Return
37.11%
This Fund
S&P 500
1 Year Est. Return
+37.11%
AUM
$39.6M
AUM Growth
+$535K
(+1.4%)
Holding
155
Top Buys
| 1 | +$280K | |
| 2 | +$237K | |
| 3 | +$236K | |
| 4 |
Skyworks Solutions
SWKS
|
+$227K |
| 5 |
Ecolab
ECL
|
+$225K |
Top Sells
| 1 | +$332K | |
| 2 | +$286K | |
| 3 | +$277K | |
| 4 |
Gartner
IT
|
+$243K |
| 5 |
Ametek
AME
|
+$242K |
Sector Composition
| 1 | Technology | 31.35% |
| 2 | Industrials | 19.37% |
| 3 | Consumer Staples | 13.05% |
| 4 | Healthcare | 12.36% |
| 5 | Consumer Discretionary | 12.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eli Lilly
LLY
$900B
| – | – |
-316
|
|
||
152
Microchip Technology
MCHP
$38.6B
| – | – |
-2,528
|
|
||
153
MPLX
MPLX
$60B
| – | – |
-4,880
|
|
||
154
O'Reilly Automotive
ORLY
$80B
| – | – |
-3,195
|
|
||
155
Seagate
STX
$80.1B
| – | – |
-2,090
|
|