We are live on ! Find out more
FDCP

Foster Dykema Cabot & Partners Portfolio holdings

AUM $1.57B
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$5.06M
3
+$3.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.69M
5
KKR icon
KKR & Co
KKR
+$637K

Top Sells

1
+$2.08M
2
+$1.24M
3
+$686K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$672K
5
APH icon
Amphenol
APH
+$526K

Sector Composition

1 Technology 17.44%
2 Industrials 11.31%
3 Financials 9.53%
4 Consumer Discretionary 5.24%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.5K ﹤0.01%
33
227
$40.3K ﹤0.01%
+2,193
228
$40.3K ﹤0.01%
658
+108
229
$40.1K ﹤0.01%
1,157
+407
230
$39.6K ﹤0.01%
600
231
$38.4K ﹤0.01%
142
232
$37.8K ﹤0.01%
288
233
$37.2K ﹤0.01%
39
234
$37.1K ﹤0.01%
100
235
$36.7K ﹤0.01%
104
236
$36.5K ﹤0.01%
127
237
$36K ﹤0.01%
+486
238
$35.7K ﹤0.01%
240
239
$35.7K ﹤0.01%
+883
240
$35.6K ﹤0.01%
250
241
$35.4K ﹤0.01%
+105
242
$34.8K ﹤0.01%
2,136
243
$34.7K ﹤0.01%
211
244
$34.6K ﹤0.01%
298
245
$34.5K ﹤0.01%
184
246
$34K ﹤0.01%
1,231
247
$33.5K ﹤0.01%
+442
248
$33.5K ﹤0.01%
+819
249
$33.1K ﹤0.01%
150
250
$32.5K ﹤0.01%
195
8 9
10
11 12