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
$146M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$935K
2 +$644K
3 +$393K
4
JPM icon
JPMorgan Chase
JPM
+$371K
5
IAU icon
iShares Gold Trust
IAU
+$260K

Sector Composition

1 Energy 12.61%
2 Communication Services 8.3%
3 Healthcare 6.69%
4 Consumer Staples 6.46%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,857
127
-1,610
128
-8,943
129
-2,482
130
-891
131
-3,296
132
-2,184