FCM

Fourpath Capital Management Portfolio holdings

AUM $703M
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
+$408M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1 +$37.5M
2 +$16M
3 +$12M
4
ET icon
Energy Transfer Partners
ET
+$11.7M
5
UNP icon
Union Pacific
UNP
+$11.4M

Top Sells

1 +$1.42M
2 +$575K
3 +$530K
4
D icon
Dominion Energy
D
+$426K
5
PM icon
Philip Morris
PM
+$358K

Sector Composition

1 Consumer Staples 11.73%
2 Technology 11.61%
3 Healthcare 11.58%
4 Energy 11.29%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$79.1K 0.01%
+1,600
302
$77.8K 0.01%
+313
303
$76.9K 0.01%
+696
304
$76.8K 0.01%
+1,087
305
$75.1K 0.01%
+3,698
306
$73.5K 0.01%
+3,000
307
$73.1K 0.01%
+2,595
308
$70.4K 0.01%
+1,130
309
$70.3K 0.01%
+675
310
$70.2K 0.01%
+412
311
$69.2K 0.01%
+737
312
$67.7K 0.01%
+5,250
313
$65.7K 0.01%
+1,273
314
$65.4K 0.01%
+4,133
315
$64.4K 0.01%
+2,745
316
$63.9K 0.01%
+616
317
$62K 0.01%
+225
318
$61.6K 0.01%
+545
319
$61.4K 0.01%
+245
320
$60.4K 0.01%
+315
321
$59.6K 0.01%
+1,960
322
$59.6K 0.01%
+747
323
$59.1K 0.01%
+717
324
$59K 0.01%
+1,063
325
$58.5K 0.01%
1,800
-17,668