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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
51
$1.07M 0.07%
921
+47
52
$1.06M 0.07%
6,692
+236
53
$1.03M 0.07%
1,708
+85
54
$1.01M 0.07%
3,430
-385
55
$1M 0.07%
14,985
+2,335
56
$971K 0.06%
8,043
-414
57
$968K 0.06%
3,925
+65
58
$943K 0.06%
8,232
+83
59
$864K 0.06%
10,197
+779
60
$832K 0.05%
5,758
-2,143
61
$828K 0.05%
7,341
+1,643
62
$815K 0.05%
2,899
+140
63
$789K 0.05%
6,892
+23
64
$764K 0.05%
7,913
+144
65
$749K 0.05%
5,120
66
$735K 0.05%
1,540
+556
67
$730K 0.05%
4,362
+127
68
$721K 0.05%
1,620
-230
69
$717K 0.05%
1,437
+12
70
$716K 0.05%
3,031
-18
71
$710K 0.05%
3,235
-120
72
$674K 0.04%
5,620
+220
73
$667K 0.04%
3,377
+874
74
$667K 0.04%
8,340
75
$665K 0.04%
2,358
+322
1 2
3
4 5