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
$1.87B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.3M
3
+$13.5M
4
QCOM icon
Qualcomm
QCOM
+$12.8M
5
VZ icon
Verizon
VZ
+$12.2M

Top Sells

1
+$18.4M
2
+$17.1M
3
+$11M
4
FCX icon
Freeport-McMoran
FCX
+$7.61M
5
MAA icon
Mid-America Apartment Communities
MAA
+$7.36M

Sector Composition

1 Financials 21.6%
2 Industrials 16.27%
3 Energy 10.51%
4 Healthcare 10.48%
5 Technology 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 0.98%
110,241
+18,885
27
$18M 0.96%
98,455
-8,521
28
$17.7M 0.95%
59,804
-6,848
29
$17.6M 0.94%
198,415
+29,898
30
$17.4M 0.93%
106,447
-4,337
31
$17.3M 0.93%
+47,755
32
$16.9M 0.9%
128,076
+4,051
33
$16.8M 0.9%
938,406
+28,742
34
$14.9M 0.79%
212,703
+6,690
35
$14.7M 0.78%
200,778
+6,355
36
$14.3M 0.76%
+164,051
37
$14.1M 0.75%
328,719
+106,130
38
$13.6M 0.73%
108,594
+1,505
39
$12.8M 0.68%
+75,790
40
$12.2M 0.65%
871,940
+30,467
41
$11.9M 0.64%
949,110
+142,339
42
$11.5M 0.62%
60,836
+19,171
43
$11.2M 0.6%
424,981
+96,523
44
$10.9M 0.58%
508,251
+15,403
45
$10.6M 0.56%
196,596
+16,826
46
$10.5M 0.56%
270,616
+8,517
47
$10.3M 0.55%
61,896
+3,908
48
$10.1M 0.54%
619,581
+54,076
49
$9.95M 0.53%
102,011
+3,232
50
$9.74M 0.52%
72,731
-9,039
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