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
$1.01B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.8M
3
+$5.83M
4
MO icon
Altria Group
MO
+$5.79M
5
VER
VEREIT, Inc.
VER
+$4.23M

Top Sells

1
+$12.4M
2
+$12M
3
+$9.76M
4
V icon
Visa
V
+$8.38M
5
HD icon
Home Depot
HD
+$8.29M

Sector Composition

1 Financials 27.54%
2 Industrials 12.16%
3 Technology 11.99%
4 Consumer Discretionary 10.62%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.96M 0.59%
92,362
+5,380
52
$5.83M 0.58%
+32,318
53
$5.61M 0.55%
87,424
+5,099
54
$5.2M 0.51%
267,155
-6,730
55
$5.03M 0.5%
152,596
+9,041
56
$4.86M 0.48%
103,345
-60,820
57
$4.79M 0.47%
21,603
-32,369
58
$4.62M 0.46%
104,385
+6,040
59
$4.43M 0.44%
69,310
-90,975
60
$4.3M 0.42%
410,435
+120,185
61
$4.27M 0.42%
43,510
-57,944
62
$4.23M 0.42%
+95,302
63
$4.14M 0.41%
32,145
-12,725
64
$4.09M 0.4%
25,987
-30,083
65
$4.08M 0.4%
101,656
-61,820
66
$4.05M 0.4%
192,169
-12,029
67
$3.98M 0.39%
261,915
+4,362
68
$3.95M 0.39%
202,035
+5,900
69
$3.92M 0.39%
224,075
+119,960
70
$3.88M 0.38%
133,591
+3,600
71
$3.79M 0.37%
204,155
+25,966
72
$3.79M 0.37%
731,315
+20,525
73
$3.73M 0.37%
23,735
-28,297
74
$3.67M 0.36%
253,680
-126,580
75
$3.6M 0.36%
91,810
-132,570
1 2
3
4 5