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
$96M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$488K
3 +$213K
4
HOG icon
Harley-Davidson
HOG
+$181K
5
CRTO icon
Criteo
CRTO
+$77.1K

Top Sells

1 +$2.06M
2 +$1.92M
3 +$1.3M
4
RF icon
Regions Financial
RF
+$1.07M
5
DE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-17,300