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
$442M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$4.52M
3 +$2.45M
4
GILD icon
Gilead Sciences
GILD
+$1.94M
5
SAFM
Sanderson Farms Inc
SAFM
+$1.81M

Top Sells

1 +$10.8M
2 +$10.8M
3 +$6.49M
4
NOC icon
Northrop Grumman
NOC
+$2.88M
5
GIS icon
General Mills
GIS
+$2.24M

Sector Composition

1 Financials 12.66%
2 Consumer Staples 11.15%
3 Healthcare 10.4%
4 Technology 9.86%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,048
177
-8,279