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
$456M
AUM Growth
+$180K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.9M
3
+$2.21M
4
AAPL icon
Apple
AAPL
+$1.98M
5
BRX icon
Brixmor Property Group
BRX
+$1.84M

Top Sells

1
+$3.38M
2
+$2.81M
3
+$2.11M
4
NYRT
New York REIT, Inc.
NYRT
+$1.9M
5
BALL icon
Ball Corp
BALL
+$1.89M

Sector Composition

1 Financials 12.31%
2 Consumer Staples 10.36%
3 Technology 10.27%
4 Industrials 9.81%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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4 5 6 7
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