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
$2.54B
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.89M
3
+$7.69M
4
GILD icon
Gilead Sciences
GILD
+$7.3M
5
EXC icon
Exelon
EXC
+$7.11M

Top Sells

1
+$18.3M
2
+$12.6M
3
+$9.98M
4
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$9.06M
5
FULT icon
Fulton Financial
FULT
+$8.72M

Sector Composition

1 Financials 24.75%
2 Industrials 14.01%
3 Technology 10.5%
4 Healthcare 9.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.4M 0.57%
175,567
+17,350
52
$14.3M 0.56%
174,587
+59,996
53
$14.1M 0.55%
172,781
+1,175
54
$13.9M 0.55%
669,530
+4,125
55
$13.7M 0.54%
249,104
+23,723
56
$13.6M 0.53%
639,618
+63,241
57
$13.5M 0.53%
241,956
+1,500
58
$13.4M 0.53%
268,396
+135,988
59
$13.3M 0.52%
516,425
-160,144
60
$13.3M 0.52%
358,945
+31,279
61
$13.1M 0.51%
432,179
+31,800
62
$13M 0.51%
76,749
+475
63
$13M 0.51%
296,333
-54,328
64
$12.1M 0.47%
+123,909
65
$12.1M 0.47%
944,637
+93,389
66
$12M 0.47%
191,596
-53,872
67
$12M 0.47%
716,652
+70,857
68
$11.9M 0.47%
671,308
+4,150
69
$11.9M 0.47%
210,704
+20,856
70
$11.6M 0.46%
346,260
+2,100
71
$11.6M 0.46%
139,005
-82,130
72
$11.5M 0.45%
109,511
-61,567
73
$11.4M 0.45%
617,663
+73,531
74
$11.3M 0.44%
957,282
+92,648
75
$11.2M 0.44%
153,077
+15,149
1 2
3
4 5