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
$38.7M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$211K
3
+$209K
4
ADI icon
Analog Devices
ADI
+$209K
5
WMT icon
Walmart
WMT
+$203K

Top Sells

1
+$421K
2
+$370K
3
+$363K
4
CAG icon
Conagra Brands
CAG
+$339K
5
SCI icon
Service Corp International
SCI
+$330K

Sector Composition

1 Industrials 24.15%
2 Technology 22.88%
3 Healthcare 21.43%
4 Consumer Staples 13.49%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
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