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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
326
$13K ﹤0.01%
1,451
327
$12.6K ﹤0.01%
+531
328
$12.4K ﹤0.01%
40
329
$12.4K ﹤0.01%
74
330
$12.3K ﹤0.01%
100
331
$12.2K ﹤0.01%
167
332
$12.1K ﹤0.01%
+38
333
$12.1K ﹤0.01%
27
334
$12K ﹤0.01%
28
335
$11.8K ﹤0.01%
+255
336
$11.6K ﹤0.01%
+619
337
$11.1K ﹤0.01%
131
338
$10.5K ﹤0.01%
181
339
$10.2K ﹤0.01%
+158
340
$10.2K ﹤0.01%
100
341
$9.57K ﹤0.01%
84
342
$9.21K ﹤0.01%
+277
343
$9.18K ﹤0.01%
+230
344
$9.18K ﹤0.01%
196
345
$8.97K ﹤0.01%
200
346
$8.94K ﹤0.01%
31
347
$8.77K ﹤0.01%
250
348
$8.59K ﹤0.01%
190
349
$8.14K ﹤0.01%
+29
350
$7.84K ﹤0.01%
200
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