FP

Foundry Partners Portfolio holdings

AUM $1.89B
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.1M
3
+$9.3M
4
T icon
AT&T
T
+$9.14M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$9.08M

Top Sells

1
+$9.49M
2
+$5.99M
3
+$5.47M
4
HI icon
Hillenbrand
HI
+$5.35M
5
SEM icon
Select Medical
SEM
+$5.14M

Sector Composition

1 Financials 25.56%
2 Industrials 14.48%
3 Technology 11.64%
4 Healthcare 8.65%
5 Energy 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.67M 0.14%
687,015
-19,375
227
$3.66M 0.14%
95,378
+299
228
$3.62M 0.14%
57,580
-30,514
229
$3.59M 0.14%
142,945
+3,455
230
$3.59M 0.14%
179,325
-36,340
231
$3.53M 0.13%
175,978
-165,476
232
$3.52M 0.13%
53,396
-81
233
$3.47M 0.13%
141,845
-141,086
234
$3.42M 0.13%
30,285
-4,328
235
$3.35M 0.13%
65,648
-628
236
$3.33M 0.13%
380,953
-11,066
237
$3.27M 0.12%
78,121
-31,881
238
$3.25M 0.12%
89,552
-139
239
$3.21M 0.12%
31,455
-45
240
$3.19M 0.12%
9,902
-64
241
$3.19M 0.12%
195,995
-5,825
242
$3.13M 0.12%
26,200
-40
243
$3.11M 0.12%
87,016
-132
244
$3.1M 0.12%
106,820
-3,200
245
$3.08M 0.12%
121,035
-3,915
246
$3M 0.11%
402,100
-12,360
247
$2.97M 0.11%
63,269
-98
248
$2.96M 0.11%
439,183
+1,377
249
$2.9M 0.11%
160,906
+504
250
$2.9M 0.11%
26,667
-41
8 9
10
11 12