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
26
$18M 0.68%
613,618
+95,040
27
$17.9M 0.68%
93,853
+48,803
28
$17.3M 0.66%
330,873
+1,034
29
$17M 0.64%
974,033
+23,522
30
$16.7M 0.63%
349,160
+1,027
31
$16.7M 0.63%
262,567
+40,702
32
$16.6M 0.63%
623,334
+15,049
33
$16.5M 0.63%
640,230
+254,670
34
$16.2M 0.61%
287,254
-50,150
35
$16.1M 0.61%
673,181
+16,254
36
$15.8M 0.6%
181,238
+568
37
$15.7M 0.6%
190,870
+557
38
$15.6M 0.59%
738,720
+169,340
39
$15.5M 0.59%
401,535
+63,000
40
$15.5M 0.59%
106,630
+16,660
41
$15.4M 0.59%
757,468
-9,201
42
$15.3M 0.58%
697,680
+16,840
43
$14.7M 0.56%
744,355
+147,924
44
$14.6M 0.55%
962,920
+148,720
45
$14M 0.53%
+92,015
46
$14M 0.53%
196,826
+4,758
47
$13.9M 0.53%
435,327
+1,365
48
$13.7M 0.52%
284,169
-67,601
49
$13.6M 0.52%
447,263
+1,401
50
$13.4M 0.51%
140,660
+22,145
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