FP

Foundry Partners Portfolio holdings

AUM $1.89B
1-Year Est. Return 9.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$14.7M
3 +$6.95M
4
AOS icon
A.O. Smith
AOS
+$5.86M
5
VLO icon
Valero Energy
VLO
+$5.61M

Top Sells

1 +$9.86M
2 +$8.69M
3 +$8.55M
4
HRL icon
Hormel Foods
HRL
+$6.91M
5
AYI icon
Acuity Brands
AYI
+$6.02M

Sector Composition

1 Financials 25.52%
2 Consumer Discretionary 12.46%
3 Technology 12.2%
4 Industrials 12.14%
5 Healthcare 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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296
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