FCM
Fourpath Capital Management Portfolio holdings
AUM
$635M
1-Year Return
20.22%
This Quarter Return
+0.41%
1 Year Return
+20.22%
3 Year Return
+48.84%
5 Year Return
–
10 Year Return
–
AUM
$540M
AUM Growth
-$2.87M
(-0.53%)
Cap. Flow
+$94.3K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
34.38%
Holding
791
New
10
Increased
66
Reduced
119
Closed
562
Top Buys
Top Sells
| 1 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$9.71M |
| 2 |
Eli Lilly
LLY
|
+$1.91M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.51M |
| 4 |
BCE
BCE
|
+$914K |
| 5 |
FT Vest US Equity Buffer ETF February
FFEB
|
+$541K |
Sector Composition
| 1 | Consumer Staples | 12.34% |
| 2 | Energy | 12.09% |
| 3 | Technology | 11.66% |
| 4 | Healthcare | 9.37% |
| 5 | Industrials | 8.53% |
