FRI

FountainCap Research & Investment Portfolio holdings

AUM $13.4M
1-Year Est. Return 38.59%
This Quarter Est. Return
1 Year Est. Return
-38.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.3M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M

Top Sells

1 +$7.03M

Sector Composition

1 Technology 100%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.3M 100%
193,344
+29,121
2
-77,522