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
251
$2.88M 0.11%
398,983
+19,991
252
$2.86M 0.11%
43,359
-67
253
$2.78M 0.11%
39,940
-62
254
$2.77M 0.11%
+113,763
255
$2.75M 0.1%
29,113
-45
256
$2.72M 0.1%
37,845
-58
257
$2.69M 0.1%
532,720
+780
258
$2.68M 0.1%
39,225
-61
259
$2.67M 0.1%
92,859
-2,920
260
$2.58M 0.1%
76,230
+9,605
261
$2.54M 0.1%
59,305
-93
262
$2.53M 0.1%
62,305
+8,196
263
$2.47M 0.09%
43,474
-61
264
$2.47M 0.09%
78,380
-122
265
$2.46M 0.09%
33,599
-53
266
$2.46M 0.09%
24,833
-38
267
$2.43M 0.09%
23,952
-1,796
268
$2.38M 0.09%
+56,415
269
$2.38M 0.09%
579,290
-12,365
270
$2.36M 0.09%
56,875
-3,040
271
$2.35M 0.09%
20,611
-5,075
272
$2.31M 0.09%
9,436
-15
273
$2.31M 0.09%
48,858
-3,217
274
$2.29M 0.09%
103,788
-161
275
$2.28M 0.09%
+90,454
9 10
11
12 13