FIM
FourPoints Investment Managers Portfolio holdings
AUM
$21.1M
This Quarter Return
-22.87%
1 Year Return
+11.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$29.6M
AUM Growth
–
Cap. Flow
+$29.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
DO
Diamond Offshore Drilling
DO
|
$7.39M |
| 2 |
Markel Group
MKL
|
$6.59M |
| 3 |
Loews
L
|
$4.91M |
| 4 |
Deere & Co
DE
|
$4.65M |
| 5 |
Jefferies Financial Group
JEF
|
$3.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 52.01% |
| 2 | Energy | 24.97% |
| 3 | Industrials | 15.71% |
| 4 | Consumer Discretionary | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DO
1
DELISTED
Diamond Offshore Drilling
DO
| $7.39M | 24.97% | +782,505 | New | +$7.39M |
|
|
2
Markel Group
MKL
$24.8B
| $6.59M | 22.29% | +6,350 | New | +$6.59M |
|
|
3
Loews
L
$20.1B
| $4.91M | 16.59% | +107,800 | New | +$4.91M |
|
|
4
Deere & Co
DE
$129B
| $4.65M | 15.71% | +31,150 | New | +$4.65M |
|
|
5
Jefferies Financial Group
JEF
$13.4B
| $3.89M | 13.14% | +223,962 | New | +$3.89M |
|
6
Mohawk Industries
MHK
$8.24B
| $2.16M | 7.31% | +18,500 | New | +$2.16M |
|