FM
Foster & Motley Portfolio holdings
AUM
$1.73B
1-Year Return
14.82%
This Quarter Return
+8.43%
1 Year Return
+14.82%
3 Year Return
+49.69%
5 Year Return
+84.12%
10 Year Return
+148.74%
AUM
$1.58B
AUM Growth
+$122M
(+8.4%)
Cap. Flow
+$7.7M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
30.63%
Holding
393
New
11
Increased
106
Reduced
244
Closed
18
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$1.49M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.37M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.25M |
| 4 |
DFS
Discover Financial Services
DFS
|
$1.15M |
| 5 |
J.M. Smucker
SJM
|
$1.13M |
Sector Composition
| 1 | Technology | 15.3% |
| 2 | Financials | 8.65% |
| 3 | Healthcare | 6.82% |
| 4 | Consumer Discretionary | 5.99% |
| 5 | Industrials | 5.26% |
