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
176
$5.68M 0.22%
99,412
-62,147
177
$5.67M 0.22%
278,038
+816
178
$5.66M 0.21%
+147,331
179
$5.61M 0.21%
555,745
+116,790
180
$5.48M 0.21%
84,499
+5,528
181
$5.48M 0.21%
303,795
-7,470
182
$5.34M 0.2%
133,775
+3,227
183
$5.29M 0.2%
212,490
+12,545
184
$5.28M 0.2%
267,545
-6,780
185
$5.28M 0.2%
206,799
-32,721
186
$5.26M 0.2%
+261,640
187
$5.21M 0.2%
503,365
+115,955
188
$5.18M 0.2%
+310,600
189
$5.13M 0.19%
110,172
-2,748
190
$5.12M 0.19%
101,990
-3,095
191
$5.1M 0.19%
128,953
-3,895
192
$5.07M 0.19%
226,490
-45,321
193
$5.07M 0.19%
282,854
+6,832
194
$5.03M 0.19%
15,243
+2,079
195
$5M 0.19%
324,815
-9,705
196
$4.84M 0.18%
167,455
-5,185
197
$4.79M 0.18%
+119,405
198
$4.76M 0.18%
483,310
-42,765
199
$4.73M 0.18%
+174,980
200
$4.71M 0.18%
883,991
+21,344
6 7
8
9 10