We are live on ! Find out more
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
176
$94.9K 0.01%
7,937
+7,689
177
$94.5K 0.01%
764
+166
178
$92.8K 0.01%
86
179
$91.1K 0.01%
216
180
$86.8K 0.01%
1,069
181
$86.3K 0.01%
500
182
$85.8K 0.01%
1,014
183
$84.4K 0.01%
1,897
+679
184
$82.7K 0.01%
1,035
+101
185
$82.1K 0.01%
979
186
$80K 0.01%
1,099
187
$79.6K 0.01%
887
188
$79.2K 0.01%
1,034
189
$76.5K 0.01%
+797
190
$68.4K ﹤0.01%
+1,053
191
$65.8K ﹤0.01%
68
192
$65.7K ﹤0.01%
147
193
$65.1K ﹤0.01%
248
194
$64.8K ﹤0.01%
1,752
195
$63.1K ﹤0.01%
308
196
$62.8K ﹤0.01%
918
197
$62.6K ﹤0.01%
+1,281
198
$57.2K ﹤0.01%
+515
199
$56.8K ﹤0.01%
976
200
$55.8K ﹤0.01%
2,072
6 7
8
9 10