FM

Foster & Motley Portfolio holdings

AUM $1.94B
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$667M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$1.97M
2 +$1.11M
3 +$1.06M
4
WH icon
Wyndham Hotels & Resorts
WH
+$1.01M
5
GIS icon
General Mills
GIS
+$924K

Sector Composition

1 Technology 12.4%
2 Financials 10.85%
3 Healthcare 8.95%
4 Consumer Staples 6.43%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,076