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FPCG

Fort Pitt Capital Group Portfolio holdings

AUM $3.55B
1-Year Est. Return 34.86%
This Fund
S&P 500
This Quarter Est. Return
+0.42%
1 Year Est. Return
+34.86%
3 Year Est. Return
+42.07%
5 Year Est. Return
+100.99%
10 Year Est. Return
+259.94%
AUM
$3.29B
AUM Growth
+$48.2M
Cap. Flow
+$58.3M
Cap. Flow %
1.77%
Top 10 Hldgs %
39.92%
Holding
126
New
5
Increased
63
Reduced
43
Closed
4

Top Buys

1
UNH icon
UnitedHealth
UNH
+$75.4M
2
AMZN icon
Amazon
AMZN
+$60.1M
3
SBUX icon
Starbucks
SBUX
+$56.3M
4
GXO icon
GXO Logistics
GXO
+$28.4M
5
AVGO icon
Broadcom
AVGO
+$25.4M

Top Sells

1
COHR icon
Coherent
COHR
+$76.2M
2
TSCO icon
Tractor Supply
TSCO
+$66.8M
3
GLPI icon
Gaming and Leisure Properties
GLPI
+$51.8M
4
KMI icon
Kinder Morgan
KMI
+$43.5M
5
APD icon
Air Products & Chemicals
APD
+$3.95M

Sector Composition

1 Technology 25.87%
2 Financials 17.25%
3 Healthcare 13.23%
4 Industrials 12.29%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZFOX
126
DELISTED
ZeroFox Holdings, Inc. Common Stock
ZFOX
– –
-36,062
Closed -$40.4K
2 3 4 5
6

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