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
$438M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$3.51M
3 +$2.02M
4
RTX icon
RTX Corp
RTX
+$1.51M
5
CTCT
CONSTANT CONTACT, INC COM
CTCT
+$1.13M

Top Sells

1 +$5.04M
2 +$4.03M
3 +$2.45M
4
VTLE icon
Vital Energy
VTLE
+$2.07M
5
CLGX
Corelogic, Inc.
CLGX
+$1.85M

Sector Composition

1 Industrials 30.37%
2 Technology 12.43%
3 Financials 12.36%
4 Consumer Discretionary 10.08%
5 Materials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-58,791