Foster & Motley Inc.
Annual return '25
+20.1%
SPY '25
+17.7%
Alpha
+2.4ptsvs SPY
Invested
$1.9M
Holdings
394
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDF
Schwab Fundamental Intl Lg Co ETF
Held since at least Q1 2024
6.2%
02
$JMBS
Janus Henderson Mortgage-Backed ETF
Held since at least Q1 2024
4.5%
03
$SCHF
Schwab International Equity ETF
Held since at least Q1 2024
4.0%
04
$AAPL
Apple Computer Inc
Held since at least Q1 2024
3.2%
05
$FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
Held since at least Q1 2024
2.5%
06
$EYLD
Cambria Emerging Shareholder Yield ETF
Held since at least Q1 2024
2.3%
07
$RODM
Hartford Multifactor Developed Markets ETF
Held since at least Q1 2024
2.2%
08
$AVEM
Avantis Emerging Markets Equity ETF
Held since at least Q1 2024
2.2%
09
$AVDE
Avantis International Equity ETF
Held since at least Q1 2024
1.7%
10
$GOOG
Alphabet Inc Class C
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:15 UTC.