FI

Fractal Investments Portfolio holdings

AUM $701M
1-Year Est. Return 16.54%
This Quarter Est. Return
1 Year Est. Return
+16.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$35.6M
2 +$35.2M
3 +$29M
4
TRGP icon
Targa Resources
TRGP
+$22.4M
5
WES icon
Western Midstream Partners
WES
+$20.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 81.34%
2 Financials 6.7%
3 Materials 5.91%
4 Industrials 2.5%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$91K 0.03%
+10,000