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
76
$11.1M 0.42%
+522,458
77
$10.9M 0.41%
134,651
+394
78
$10.8M 0.41%
1,303,979
+29,068
79
$10.8M 0.41%
143,623
+420
80
$10.6M 0.4%
2,080,005
+59,366
81
$10.6M 0.4%
534,005
+83,550
82
$10.6M 0.4%
164,581
+24,447
83
$10.5M 0.4%
283,926
+6,857
84
$10.4M 0.39%
127,523
+20,068
85
$10.3M 0.39%
103,678
+271
86
$10.3M 0.39%
255,662
+6,168
87
$10.2M 0.39%
426,482
+10,288
88
$10.1M 0.38%
258,243
+810
89
$9.92M 0.38%
138,558
+434
90
$9.87M 0.37%
238,717
+36,572
91
$9.71M 0.37%
200,026
+585
92
$9.64M 0.37%
109,512
+17,207
93
$9.62M 0.37%
645,164
+1,023
94
$9.54M 0.36%
113,909
+17,889
95
$9.45M 0.36%
111,207
+328
96
$9.24M 0.35%
931,985
-518,885
97
$9.18M 0.35%
315,220
+49,625
98
$9.08M 0.34%
+147,330
99
$8.95M 0.34%
324,189
+7,828
100
$8.86M 0.34%
817,766
+19,734
2 3
4
5 6