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
126
$7.64M 0.29%
351,533
-34,312
127
$7.59M 0.29%
170,171
-46,174
128
$7.58M 0.29%
208,858
+32,748
129
$7.57M 0.29%
464,100
-14,000
130
$7.54M 0.29%
125,129
-49,693
131
$7.53M 0.29%
449,575
+70,250
132
$7.42M 0.28%
704,445
-18,715
133
$7.4M 0.28%
279,140
-8,385
134
$7.33M 0.28%
55,970
-21,271
135
$7.29M 0.28%
508,940
-14,865
136
$7.29M 0.28%
+575,597
137
$7.27M 0.28%
349,547
+2,149
138
$7.15M 0.27%
301,173
+7,269
139
$7.14M 0.27%
561,108
+5,191
140
$7.13M 0.27%
739,068
+18,823
141
$7.11M 0.27%
99,601
+2,407
142
$7.11M 0.27%
174,621
+215
143
$7.01M 0.27%
68,095
+1,637
144
$6.95M 0.26%
228,225
+29,488
145
$6.93M 0.26%
295,470
-9,195
146
$6.89M 0.26%
362,826
+4,901
147
$6.88M 0.26%
137,055
-3,655
148
$6.86M 0.26%
379,922
+9,164
149
$6.84M 0.26%
383,065
+29,110
150
$6.77M 0.26%
1,701
+5
4 5
6
7 8