FIM

FourPoints Investment Managers Portfolio holdings

AUM $21.1M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$963K
3
+$632K
4
SYF icon
Synchrony
SYF
+$602K
5
URBN icon
Urban Outfitters
URBN
+$131K

Top Sells

1
+$1.22M
2
+$1.18M
3
+$1.15M
4
PTC icon
PTC
PTC
+$1.14M
5
V icon
Visa
V
+$1.1M

Sector Composition

1 Industrials 20.26%
2 Financials 15.34%
3 Technology 12.09%
4 Consumer Discretionary 11.02%
5 Healthcare 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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