FM

Foster & Motley Portfolio holdings

AUM $1.73B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$4.39M
3
+$1.98M
4
DFS
Discover Financial Services
DFS
+$1.95M
5
JPM icon
JPMorgan Chase
JPM
+$1.66M

Top Sells

1
+$11.6M
2
+$1.65M
3
+$1.38M
4
INFY icon
Infosys
INFY
+$1.37M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Sector Composition

1 Technology 14.71%
2 Financials 7.92%
3 Healthcare 7.86%
4 Consumer Discretionary 5.89%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$255K 0.02%
4,073
-154
352
$254K 0.02%
6,245
353
$253K 0.02%
648
-41
354
$249K 0.02%
1,434
-177
355
$248K 0.02%
6,727
-680
356
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1,673
357
$248K 0.02%
670
+1
358
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+4,122
359
$244K 0.02%
+1,871
360
$244K 0.02%
5,885
-525
361
$244K 0.02%
4,346
+40
362
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+4,382
363
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1,862
+249
364
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9,312
365
$234K 0.02%
2,319
-58
366
$232K 0.02%
2,757
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367
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843
368
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369
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9,147
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370
$229K 0.02%
6,840
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371
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4,360
372
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3,983
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373
$222K 0.02%
4,827
374
$221K 0.02%
2,725
375
$217K 0.02%
2,277
13 14
15
16 17