FDCP

Foster Dykema Cabot & Partners Portfolio holdings

AUM $1.52B
1-Year Est. Return 17.16%
This Quarter Est. Return
1 Year Est. Return
+17.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.27M
3
+$3.61M
4
NVDA icon
NVIDIA
NVDA
+$2.65M
5
ETN icon
Eaton
ETN
+$1.24M

Top Sells

1
+$3.26M
2
+$2.23M
3
+$2.1M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.04M
5
AAPL icon
Apple
AAPL
+$1.43M

Sector Composition

1 Technology 14.53%
2 Industrials 11.25%
3 Financials 9.73%
4 Healthcare 6.79%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.7K ﹤0.01%
298
227
$26.5K ﹤0.01%
45
228
$26.3K ﹤0.01%
930
-276
229
$25.7K ﹤0.01%
49
-25
230
$25.1K ﹤0.01%
175
231
$24.6K ﹤0.01%
300
-141
232
$24.4K ﹤0.01%
39
233
$24.4K ﹤0.01%
56
234
$24.1K ﹤0.01%
317
235
$23.7K ﹤0.01%
935
+185
236
$23.2K ﹤0.01%
288
237
$23K ﹤0.01%
122
238
$22.9K ﹤0.01%
240
239
$22.6K ﹤0.01%
175
240
$22K ﹤0.01%
200
241
$21.6K ﹤0.01%
7,584
242
$20.8K ﹤0.01%
91
243
$20.8K ﹤0.01%
+85
244
$20.6K ﹤0.01%
100
245
$20.6K ﹤0.01%
299
246
$20.3K ﹤0.01%
682
247
$20.3K ﹤0.01%
750
248
$20.2K ﹤0.01%
100
-23
249
$20K ﹤0.01%
500
250
$19.7K ﹤0.01%
83
8 9
10
11 12