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
$185M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$178K
2 +$105K
3 +$91.6K
4
EW icon
Edwards Lifesciences
EW
+$91K
5
AMED
Amedisys
AMED
+$88.6K

Top Sells

1 +$2.73M
2 +$2.52M
3 +$2.51M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
CABO icon
Cable One
CABO
+$2.45M

Sector Composition

1 Technology 25.36%
2 Industrials 21.8%
3 Healthcare 17.4%
4 Consumer Staples 13.3%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$517K 0.28%
5,189
-11,013
177
$516K 0.28%
1,234
-3,535
178
$490K 0.27%
3,912
-5,783
179
$484K 0.26%
3,125
-8,226
180
$475K 0.26%
33,296
-69,735
181
$467K 0.25%
2,590
-3,174
182
$463K 0.25%
4,196
-3,980
183
$446K 0.24%
11,169
-9,516
184
$442K 0.24%
2,345
-5,634
185
$440K 0.24%
3,844
-4,948
186
$436K 0.24%
4,114
-8,408
187
$435K 0.24%
5,602
-9,879
188
$430K 0.23%
4,053
-6,581
189
$430K 0.23%
6,981
-24,742
190
$416K 0.23%
7,291
-9,698
191
$415K 0.22%
2,248
-4,807
192
$410K 0.22%
11,997
-30,678
193
$402K 0.22%
8,090
-5,242
194
$400K 0.22%
7,555
-9,754
195
$397K 0.22%
2,164
-5,438
196
$393K 0.21%
2,316
-4,258
197
$387K 0.21%
4,720
-8,239
198
$387K 0.21%
5,646
-3,352
199
$381K 0.21%
1,635
-3,704
200
$376K 0.2%
4,956
-2,171