FM

Foster & Motley Portfolio holdings

AUM $1.86B
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.71M
3
+$5.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.18M
5
C icon
Citigroup
C
+$3.87M

Top Sells

1
+$5.98M
2
+$3.21M
3
+$3.03M
4
AMT icon
American Tower
AMT
+$2.83M
5
AAPL icon
Apple
AAPL
+$2.5M

Sector Composition

1 Technology 12.24%
2 Financials 8.35%
3 Healthcare 7.64%
4 Consumer Staples 5.94%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$314K 0.04%
7,933
-233
227
$313K 0.04%
+10,721
228
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232
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241
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