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
$540M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.54M
3
+$4.52M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$3.58M
5
IAU icon
iShares Gold Trust
IAU
+$1.06M

Top Sells

1
+$9.71M
2
+$1.91M
3
+$1.51M
4
BCE icon
BCE
BCE
+$914K
5
FFEB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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