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
$455M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.42M
3
+$2.99M
4
AAPL icon
Apple
AAPL
+$2.81M
5
SAFM
Sanderson Farms Inc
SAFM
+$2.47M

Top Sells

1
+$2.41M
2
+$2.03M
3
+$1.65M
4
IBM icon
IBM
IBM
+$1.36M
5
CF icon
CF Industries
CF
+$1.34M

Sector Composition

1 Financials 12.36%
2 Consumer Staples 10.69%
3 Technology 9.96%
4 Healthcare 9.87%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.7%
116,452
+108,946
52
$3.13M 0.69%
20,382
-8,870
53
$3.12M 0.69%
38,031
+27,854
54
$3.1M 0.68%
78,847
+4,799
55
$2.91M 0.64%
83,421
-7,092
56
$2.84M 0.62%
96,647
+29,110
57
$2.76M 0.61%
55,568
+36,263
58
$2.74M 0.6%
69,519
+6,389
59
$2.72M 0.6%
43,424
+4,509
60
$2.71M 0.6%
37,357
+11,086
61
$2.68M 0.59%
108,632
-10,891
62
$2.61M 0.57%
184,752
+30,995
63
$2.56M 0.56%
58,079
+15,443
64
$2.52M 0.55%
22,386
-1,388
65
$2.51M 0.55%
115,690
+6,689
66
$2.44M 0.54%
24,116
-923
67
$2.31M 0.51%
126,587
+8,702
68
$2.25M 0.49%
64,324
-7,236
69
$2.24M 0.49%
13,908
-7,599
70
$2.13M 0.47%
19,059
-1,251
71
$2.01M 0.44%
33,372
+5,409
72
$2M 0.44%
20,136
+1,491
73
$1.99M 0.44%
18,149
+3,602
74
$1.94M 0.42%
97,494
+24,260
75
$1.89M 0.41%
39,847
-47
1 2
3
4 5