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
$39.1M
AUM Growth
-$763K
(-1.9%)
Holding
156
Top Buys
| 1 | +$248K | |
| 2 | +$241K | |
| 3 | +$237K | |
| 4 |
Clorox
CLX
|
+$231K |
| 5 |
H&R Block
HRB
|
+$230K |
Top Sells
| 1 | +$260K | |
| 2 | +$254K | |
| 3 | +$239K | |
| 4 |
Watts Water Technologies
WTS
|
+$231K |
| 5 |
Hubbell
HUBB
|
+$227K |
Sector Composition
| 1 | Technology | 33.97% |
| 2 | Industrials | 17.64% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Healthcare | 12.47% |
| 5 | Consumer Staples | 12.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
United Parcel Service
UPS
$93.8B
| – | – |
-1,354
|
|
||
152
US Foods
USFD
$20.5B
| – | – |
-4,031
|
|
||
|
153
Watts Water Technologies
WTS
$10.7B
| – | – |
-1,087
|
|
||
154
McDonald's
MCD
$236B
| – | – |
-923
|
|
||
155
MSC Industrial Direct
MSM
$5.11B
| – | – |
-2,280
|
|
||
156
Texas Instruments
TXN
$184B
| – | – |
-1,190
|
|