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
$66.1M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$275K
2 +$233K
3 +$214K
4
VMW
VMware, Inc
VMW
+$200K
5
AAPL icon
Apple
AAPL
+$122K

Top Sells

1 +$315K
2 +$315K
3 +$297K
4
EXLS icon
EXL Service
EXLS
+$265K
5
AMN icon
AMN Healthcare
AMN
+$264K

Sector Composition

1 Industrials 24.34%
2 Healthcare 23.48%
3 Technology 22.69%
4 Consumer Staples 12.89%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,447
202
-637
203
-6,087
204
-10,707