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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
$1.28B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1 +$68M
2 +$21.4M
3 +$20M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
SNPS icon
Synopsys
SNPS
+$2.81M

Top Sells

1 +$19.2M
2 +$14.9M
3 +$7.59M
4
AMZN icon
Amazon
AMZN
+$737K
5
G icon
Genpact
G
+$695K

Sector Composition

1 Technology 15.61%
2 Industrials 10.98%
3 Financials 9.48%
4 Healthcare 6.33%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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