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
201
$41.1K ﹤0.01%
500
202
$39.9K ﹤0.01%
104
-168
203
$39K ﹤0.01%
2,136
204
$39K ﹤0.01%
33
205
$37.8K ﹤0.01%
1,120
206
$37.7K ﹤0.01%
142
207
$37.3K ﹤0.01%
100
208
$37.2K ﹤0.01%
166
209
$36.9K ﹤0.01%
8
210
$35K ﹤0.01%
1,231
211
$34.8K ﹤0.01%
250
212
$34.4K ﹤0.01%
288
213
$34.3K ﹤0.01%
195
214
$34K ﹤0.01%
5,076
-10,152
215
$32.8K ﹤0.01%
1,804
216
$32.8K ﹤0.01%
190
217
$32.1K ﹤0.01%
91
218
$30.9K ﹤0.01%
331
+273
219
$30.8K ﹤0.01%
550
-78
220
$29.6K ﹤0.01%
127
221
$29.1K ﹤0.01%
569
222
$28.3K ﹤0.01%
1,752
223
$27.7K ﹤0.01%
422
224
$27.3K ﹤0.01%
184
225
$26.8K ﹤0.01%
211
7 8
9
10 11