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
301
$1.65M 0.06%
13,112
-6,441
302
$1.6M 0.06%
20,039
-31
303
$1.58M 0.06%
73,030
-2,345
304
$1.55M 0.06%
68,212
+6,854
305
$1.52M 0.06%
92,947
-145
306
$1.5M 0.06%
20,418
-4,779
307
$1.43M 0.05%
49,601
-77
308
$1.43M 0.05%
10,313
+1,238
309
$1.39M 0.05%
+57,974
310
$1.35M 0.05%
+59,421
311
$1.34M 0.05%
32,440
-51
312
$1.32M 0.05%
26,165
-41
313
$1.31M 0.05%
62,821
-98
314
$1.3M 0.05%
30,829
-48
315
$1.29M 0.05%
72,056
-105
316
$1.26M 0.05%
10,477
-16
317
$1.26M 0.05%
53,574
-84
318
$1.16M 0.04%
14,903
-23
319
$1.15M 0.04%
14,699
-23
320
$1.15M 0.04%
40,046
-63
321
$1.15M 0.04%
50,182
-78
322
$1.15M 0.04%
34,793
-55
323
$1.08M 0.04%
19,092
-2,152
324
$1.07M 0.04%
172,865
-5,185
325
$1.03M 0.04%
12,547
-154
11 12
13
14 15