FI

Fosun International Portfolio holdings

AUM $429M
1-Year Est. Return 7.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$435M
2 +$10.6M
3 +$3.48M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.47M
5
ADBE icon
Adobe
ADBE
+$556K

Top Sells

1 +$5.86M
2 +$663K
3 +$653K
4
HPQ icon
HP
HPQ
+$594K
5
TEL icon
TE Connectivity
TEL
+$588K

Sector Composition

1 Consumer Discretionary 61.54%
2 Consumer Staples 10.57%
3 Healthcare 8.6%
4 Technology 3.14%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-18,200
52
-4,112