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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
101
$330K 0.02%
968
+419
102
$329K 0.02%
1,376
+626
103
$327K 0.02%
810
104
$322K 0.02%
4,033
+220
105
$320K 0.02%
1,143
106
$317K 0.02%
1,690
107
$310K 0.02%
6,287
-582
108
$304K 0.02%
12,500
109
$301K 0.02%
5,594
110
$299K 0.02%
4,463
+963
111
$297K 0.02%
2,157
112
$286K 0.02%
11,200
113
$278K 0.02%
8,276
+889
114
$276K 0.02%
2,560
-1,400
115
$256K 0.02%
2,756
116
$256K 0.02%
4,717
117
$253K 0.02%
1,740
118
$252K 0.02%
10,000
119
$251K 0.02%
4,526
120
$250K 0.02%
3,835
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121
$247K 0.02%
1,243
+410
122
$245K 0.02%
997
-222
123
$242K 0.02%
681
124
$234K 0.02%
2,332
+696
125
$230K 0.02%
1,699
3 4
5
6 7