FCM
Fourpath Capital Management Portfolio holdings
AUM
$731M
1-Year Est. Return
25.69%
This Fund
S&P 500
1 Year Est. Return
+25.69%
AUM
$703M
AUM Growth
+$68M
(+11%)
Holding
252
Top Buys
| 1 | +$19.4M | |
| 2 | +$14.4M | |
| 3 | +$12M | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$11.9M |
| 5 |
iShares Silver Trust
SLV
|
+$7.52M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$15.5M | |
| 3 | +$9.27M | |
| 4 |
ProShares Short High Yield
SJB
|
+$6.14M |
| 5 |
Chevron
CVX
|
+$4.07M |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Consumer Staples | 10.24% |
| 3 | Energy | 9.15% |
| 4 | Industrials | 7.37% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Waste Management
WM
$92.8B
| – | – |
-901
|
|
||
252
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.89B
| – | – |
-4,136
|
|