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
$29.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$7.39M
2 +$6.59M
3 +$4.91M
4
DE icon
Deere & Co
DE
+$4.65M
5
JEF icon
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 Change
in Stake
Capital Flow
1
$7.39M 24.97%
+782,505
2
$6.59M 22.29%
+6,350
3
$4.91M 16.59%
+107,800
4
$4.65M 15.71%
+31,150
5
$3.89M 13.14%
+250,194
6
$2.16M 7.31%
+18,500