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
251
$19.3K ﹤0.01%
122
252
$19.2K ﹤0.01%
376
-154
253
$19K ﹤0.01%
150
254
$18.6K ﹤0.01%
150
255
$18.4K ﹤0.01%
+554
256
$17.1K ﹤0.01%
392
257
$17K ﹤0.01%
126
+1
258
$16.7K ﹤0.01%
163
-9
259
$16.6K ﹤0.01%
+27
260
$16.5K ﹤0.01%
+64
261
$16.5K ﹤0.01%
150
262
$16.2K ﹤0.01%
111
-5,049
263
$15.6K ﹤0.01%
200
264
$14.9K ﹤0.01%
1,451
265
$14.8K ﹤0.01%
74
266
$14.8K ﹤0.01%
+341
267
$14.7K ﹤0.01%
+92
268
$13.4K ﹤0.01%
143
269
$12.7K ﹤0.01%
40
270
$12K ﹤0.01%
100
271
$11.6K ﹤0.01%
244
272
$11.6K ﹤0.01%
128
273
$11.5K ﹤0.01%
131
274
$10.7K ﹤0.01%
61
275
$10.2K ﹤0.01%
513
9 10
11
12 13