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
$1.87B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.3M
3
+$13.5M
4
QCOM icon
Qualcomm
QCOM
+$12.8M
5
VZ icon
Verizon
VZ
+$12.2M

Top Sells

1
+$18.4M
2
+$17.1M
3
+$11M
4
FCX icon
Freeport-McMoran
FCX
+$7.61M
5
MAA icon
Mid-America Apartment Communities
MAA
+$7.36M

Sector Composition

1 Financials 21.6%
2 Industrials 16.27%
3 Energy 10.51%
4 Healthcare 10.48%
5 Technology 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$445K 0.02%
6,137
-1,330
227
$445K 0.02%
+8,958
228
$444K 0.02%
2,460
-150
229
$442K 0.02%
910
-50
230
$440K 0.02%
3,173
231
$437K 0.02%
810
232
$422K 0.02%
15,831
-1,343
233
$416K 0.02%
5,828
-351
234
$412K 0.02%
6,028
235
$403K 0.02%
6,511
-3,393
236
$403K 0.02%
824
237
$379K 0.02%
+4,472
238
$371K 0.02%
4,935
239
$366K 0.02%
640
240
$364K 0.02%
+10,600
241
$363K 0.02%
6,250
242
$362K 0.02%
7,114
-1,471
243
$359K 0.02%
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244
$354K 0.02%
522
245
$351K 0.02%
1,600
246
$349K 0.02%
4,597
-678
247
$342K 0.02%
2,347
248
$339K 0.02%
3,550
-205
249
$334K 0.02%
10,023
+3,428
250
$333K 0.02%
12,034
-2,283
8 9
10
11 12