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
$2.54B
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.89M
3
+$7.69M
4
GILD icon
Gilead Sciences
GILD
+$7.3M
5
EXC icon
Exelon
EXC
+$7.11M

Top Sells

1
+$18.3M
2
+$12.6M
3
+$9.98M
4
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$9.06M
5
FULT icon
Fulton Financial
FULT
+$8.72M

Sector Composition

1 Financials 24.75%
2 Industrials 14.01%
3 Technology 10.5%
4 Healthcare 9.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.17M 0.09%
24,911
-76
252
$2.16M 0.09%
26,759
+2,516
253
$2.16M 0.09%
230,945
-1,975
254
$2.14M 0.08%
124,490
-975
255
$2.12M 0.08%
13,075
-7,480
256
$2.05M 0.08%
108,184
-297
257
$2.04M 0.08%
58,764
-166
258
$2.02M 0.08%
280,465
-2,400
259
$2.02M 0.08%
+103,003
260
$2M 0.08%
12,664
-112
261
$1.96M 0.08%
15,371
-2,742
262
$1.92M 0.08%
23,034
+263
263
$1.92M 0.08%
53,875
-475
264
$1.92M 0.08%
54,653
-31,452
265
$1.92M 0.08%
69,460
-595
266
$1.9M 0.07%
8,802
-27
267
$1.88M 0.07%
51,441
+178
268
$1.86M 0.07%
+28,831
269
$1.84M 0.07%
89,423
-47,497
270
$1.84M 0.07%
47,204
+4,659
271
$1.84M 0.07%
29,920
+6,801
272
$1.8M 0.07%
59,523
-174
273
$1.78M 0.07%
196,214
-1,420
274
$1.77M 0.07%
27,112
-84
275
$1.75M 0.07%
21,657
-64
9 10
11
12 13