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
276
$10.2K ﹤0.01%
31
277
$10K ﹤0.01%
200
-400
278
$9.99K ﹤0.01%
207
279
$9.35K ﹤0.01%
250
280
$9.27K ﹤0.01%
28
281
$8.77K ﹤0.01%
16
282
$8.7K ﹤0.01%
27
283
$8.7K ﹤0.01%
166
284
$8.4K ﹤0.01%
84
285
$8.26K ﹤0.01%
28
-192
286
$8.11K ﹤0.01%
45
287
$7.72K ﹤0.01%
196
288
$7.68K ﹤0.01%
190
289
$7.5K ﹤0.01%
69
290
$7.3K ﹤0.01%
29
291
$7.2K ﹤0.01%
81
292
$7.1K ﹤0.01%
100
-71
293
$6.95K ﹤0.01%
73
294
$6.73K ﹤0.01%
+57
295
$6.73K ﹤0.01%
122
+11
296
$6.62K ﹤0.01%
93
297
$6.58K ﹤0.01%
80
-969
298
$6.22K ﹤0.01%
166
299
$6.05K ﹤0.01%
13
-26
300
$5.99K ﹤0.01%
181
10 11
12
13 14