FL
Fort LP Portfolio holdings
AUM
$39.6M
1-Year Est. Return
37.11%
1 Year Est. Return
+37.11%
AUM
$39.6M
AUM Growth
+$535K
(+1.4%)
Holding
155
Top Buys
| 1 | +$306K | |
| 2 | +$268K | |
| 3 | +$254K | |
| 4 |
Lowe's Companies
LOW
|
+$239K |
| 5 |
Ecolab
ECL
|
+$235K |
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
Chevron
CVX
$303B
| – | – |
-1,769
|
|
||
152
Eaton
ETN
$130B
| – | – |
-644
|
|
||
153
Incyte
INCY
$19.9B
| – | – |
-3,817
|
|
||
|
154
Gartner
IT
$16.7B
| – | – |
-541
|
|
||
155
Eli Lilly
LLY
$925B
| – | – |
-316
|
|