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
101
$8.29M 0.33%
535,804
+52,958
102
$8.2M 0.32%
264,047
-79,962
103
$8.15M 0.32%
205,888
+20,353
104
$8.14M 0.32%
233,448
+23,054
105
$8.13M 0.32%
136,492
+13,463
106
$8.08M 0.32%
323,195
+22,421
107
$7.85M 0.31%
112,610
+725
108
$7.84M 0.31%
508,470
-3,875
109
$7.69M 0.3%
+186,255
110
$7.67M 0.3%
462,295
+32,237
111
$7.65M 0.3%
95,540
+600
112
$7.62M 0.3%
242,717
+21,965
113
$7.54M 0.3%
397,290
-3,125
114
$7.46M 0.29%
271,867
+21,779
115
$7.45M 0.29%
1,090,325
+80,276
116
$7.42M 0.29%
206,303
+20,392
117
$7.3M 0.29%
+108,069
118
$7.24M 0.28%
201,334
-2,812
119
$7.23M 0.28%
362,552
+36,937
120
$7.22M 0.28%
176,100
-68,975
121
$7.18M 0.28%
278,670
+5,150
122
$7.17M 0.28%
330,070
+2,000
123
$7.15M 0.28%
181,385
-5,050
124
$7.08M 0.28%
1,427,885
+99,614
125
$7.05M 0.28%
329,405
+20,325
3 4
5
6 7