FPCG
Forum Private Client Group Portfolio holdings
AUM
$259M
This Quarter Return
+1.72%
1 Year Return
+9.45%
3 Year Return
+39.13%
5 Year Return
–
10 Year Return
–
AUM
$13.2M
AUM Growth
+$13.2M
(-92%)
Cap. Flow
-$161M
Cap. Flow
% of AUM
-1,218.57%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
72
New
3
Increased
–
Reduced
–
Closed
69
Top Buys
| 1 |
DO
Diamond Offshore Drilling, Inc.
DO
|
$10.3M |
| 2 |
Nuveen Preferred & Income Opportunities Fund
JPC
|
$2.79M |
| 3 |
SMC
Summit Midstream Corporation
SMC
|
$171K |
Top Sells
Sector Composition
| 1 | Energy | 78.97% |
| 2 | Communication Services | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
