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
401
-11,596
402
-9,759
403
-2,003
404
-3,867