FIM
FourPoints Investment Managers Portfolio holdings
AUM
$21.1M
1-Year Est. Return
11.11%
1 Year Est. Return
+11.11%
AUM
$21.1M
AUM Growth
-$3.91M
(-16%)
Holding
5
Top Buys
No buys this quarter
Top Sells
| 1 | +$2.35M | |
| 2 | +$1.33M | |
| 3 | +$572K | |
| 4 |
Markel Group
MKL
|
+$412K |
Sector Composition
| 1 | Financials | 85.18% |
| 2 | Consumer Discretionary | 14.82% |
| 3 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Markel Group
MKL
$23.9B
| $6.53M | 31% |
5,715
-360
|
|
||
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.81M | 27.57% |
25,650
-5,850
|
|
||
3
Loews
L
$20.5B
| $5.61M | 26.62% |
106,900
-10,900
|
|
||
4
Mohawk Industries
MHK
$7.91B
| $3.12M | 14.82% |
22,900
|
|
||
5
Deere & Co
DE
$124B
| – | – |
-13,950
|
|