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
401
– –
-145,730
402
– –
-98,570
403
– –
-280,750
404
– –
-70,915
405
– –
-22,175
406
– –
-27,255
407
– –
-1,838
408
– –
-411,225
13 14 15 16
17