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
126
$7.03M 0.28%
138,847
+129,847
127
$6.91M 0.27%
729,865
-5,975
128
$6.82M 0.27%
238,243
+16,061
129
$6.72M 0.26%
301,930
-1,375
130
$6.71M 0.26%
234,977
+23,355
131
$6.61M 0.26%
389,237
+38,480
132
$6.61M 0.26%
384,340
-4,010
133
$6.54M 0.26%
487,690
-4,025
134
$6.54M 0.26%
316,844
-2,580
135
$6.53M 0.26%
155,485
-1,365
136
$6.51M 0.26%
425,374
-3,550
137
$6.48M 0.25%
230,535
-2,900
138
$6.41M 0.25%
229,985
+17,255
139
$6.28M 0.25%
240,027
+23,729
140
$6.19M 0.24%
194,705
-17,625
141
$6.06M 0.24%
296,345
+1,150
142
$6.05M 0.24%
632,195
-5,425
143
$6.04M 0.24%
63,860
+450
144
$6.04M 0.24%
187,230
-1,525
145
$6.04M 0.24%
199,880
-143,125
146
$5.97M 0.23%
183,397
+18,130
147
$5.97M 0.23%
147,431
-1,115
148
$5.91M 0.23%
261,984
-264,724
149
$5.83M 0.23%
360,770
-3,000
150
$5.79M 0.23%
268,890
-2,100
4 5
6
7 8