FM
Foster & Motley Portfolio holdings
AUM
$1.86B
1-Year Est. Return
13.61%
1 Year Est. Return
+13.61%
AUM
$1.86B
AUM Growth
+$124M
(+7.2%)
Holding
402
Top Buys
| 1 | +$10M | |
| 2 | +$4.35M | |
| 3 | +$3.95M | |
| 4 |
Microsoft
MSFT
|
+$2.95M |
| 5 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$2.65M |
Top Sells
| 1 | +$3.95M | |
| 2 | +$2.08M | |
| 3 | +$1.32M | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.19M |
| 5 |
Corning
GLW
|
+$1.13M |
Sector Composition
| 1 | Technology | 16.06% |
| 2 | Financials | 8.45% |
| 3 | Consumer Discretionary | 6% |
| 4 | Healthcare | 5.77% |
| 5 | Communication Services | 5.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Vertex Pharmaceuticals
VRTX
$116B
| – | – |
-451
|
|
||
402
Vistra
VST
$59.7B
| – | – |
-1,464
|
|