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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
251
$32.5K ﹤0.01%
100
252
$32.5K ﹤0.01%
+394
253
$32K ﹤0.01%
190
254
$31.9K ﹤0.01%
1,392
255
$31.9K ﹤0.01%
56
+40
256
$31.5K ﹤0.01%
569
257
$31.4K ﹤0.01%
251
+76
258
$30.6K ﹤0.01%
+203
259
$30.5K ﹤0.01%
133
260
$29.8K ﹤0.01%
+167
261
$29.8K ﹤0.01%
+346
262
$29.6K ﹤0.01%
662
263
$29K ﹤0.01%
+2,711
264
$28.7K ﹤0.01%
83
+34
265
$28.5K ﹤0.01%
+649
266
$28.4K ﹤0.01%
+570
267
$27.7K ﹤0.01%
+330
268
$27.5K ﹤0.01%
+265
269
$27.4K ﹤0.01%
+632
270
$27.2K ﹤0.01%
+940
271
$26.9K ﹤0.01%
935
272
$25.8K ﹤0.01%
200
273
$25.8K ﹤0.01%
+242
274
$25.6K ﹤0.01%
422
275
$25.6K ﹤0.01%
200
9 10
11
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