FIM
FourPoints Investment Managers Portfolio holdings
AUM
$21.1M
1-Year Return
11.11%
This Quarter Return
+3.64%
1 Year Return
+11.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96M
AUM Growth
-$16.9M
(-15%)
Cap. Flow
-$20.1M
Cap. Flow
% of AUM
-20.92%
Top 10 Holdings %
Top 10 Hldgs %
34.75%
Holding
51
New
2
Increased
3
Reduced
33
Closed
5
Top Buys
| 1 |
CNR
Cornerstone Building Brands, Inc.
CNR
|
$1M |
| 2 |
IBM
IBM
|
$488K |
| 3 |
BIVV
Bioverativ Inc. Common Stock
BIVV
|
$213K |
| 4 |
Harley-Davidson
HOG
|
$181K |
| 5 |
Criteo
CRTO
|
$77.1K |
Top Sells
| 1 |
American International
AIG
|
$2.06M |
| 2 |
HAR
Harman International Industries
HAR
|
$1.92M |
| 3 |
Caterpillar
CAT
|
$1.3M |
| 4 |
Regions Financial
RF
|
$1.07M |
| 5 |
Deere & Co
DE
|
$855K |
Sector Composition
| 1 | Industrials | 20.18% |
| 2 | Financials | 12.7% |
| 3 | Technology | 11.82% |
| 4 | Consumer Discretionary | 11.57% |
| 5 | Communication Services | 10.84% |