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
176
$69.5K 0.01%
500
177
$67.1K 0.01%
435
178
$64.8K 0.01%
1,099
179
$61.9K 0.01%
248
180
$61.8K 0.01%
1,480
-777
181
$58.5K ﹤0.01%
351
+155
182
$56K ﹤0.01%
934
183
$55.7K ﹤0.01%
2,072
-934
184
$54.9K ﹤0.01%
918
185
$52.3K ﹤0.01%
1,422
186
$51.8K ﹤0.01%
1,960
187
$51.8K ﹤0.01%
6,552
-3,239
188
$50.3K ﹤0.01%
976
189
$49.9K ﹤0.01%
240
190
$49.9K ﹤0.01%
495
-24
191
$48.3K ﹤0.01%
180
192
$48.2K ﹤0.01%
425
193
$45.4K ﹤0.01%
130
194
$45.2K ﹤0.01%
450
195
$45.1K ﹤0.01%
68
196
$44.8K ﹤0.01%
600
197
$44.7K ﹤0.01%
308
-46
198
$44.2K ﹤0.01%
200
199
$43.8K ﹤0.01%
504
200
$43.7K ﹤0.01%
+25,413
6 7
8
9 10