FM
Foster & Motley Portfolio holdings
AUM
$1.73B
This Quarter Return
+3.64%
1 Year Return
+14.82%
3 Year Return
+49.69%
5 Year Return
+84.12%
10 Year Return
+148.74%
AUM
$581M
AUM Growth
+$15M
(+2.7%)
Cap. Flow
-$2.41M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
23.99%
Holding
217
New
15
Increased
63
Reduced
124
Closed
9
Top Buys
| 1 |
Lear
LEA
|
$2.95M |
| 2 |
Cabot Corp
CBT
|
$1.94M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.56M |
| 4 |
Apple
AAPL
|
$1.39M |
| 5 |
Cummins
CMI
|
$1.28M |
Top Sells
| 1 |
International Paper
IP
|
$2.3M |
| 2 |
SBR
Sabine Royalty Trust
SBR
|
$2.29M |
| 3 |
FedEx
FDX
|
$2.23M |
| 4 |
Annaly Capital Management
NLY
|
$1.42M |
| 5 |
Microsoft
MSFT
|
$1.17M |
Sector Composition
| 1 | Financials | 12.75% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 9.52% |
| 4 | Consumer Staples | 7.65% |
| 5 | Industrials | 7.51% |
