CPP

Crow Point Partners Portfolio holdings

AUM $58.8M
1-Year Est. Return 32.62%
This Quarter Est. Return
1 Year Est. Return
+32.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$16.8M
3
+$13.8M
4
EQM
EQM Midstream Partners, LP
EQM
+$8.95M
5
APTS
Preferred Apartment Communities, Inc.
APTS
+$6.17M

Top Sells

1
+$21.3M
2
+$10.9M
3
+$10.2M
4
VZ icon
Verizon
VZ
+$10.1M
5
SCG
Scana
SCG
+$9.42M

Sector Composition

1 Utilities 33.79%
2 Energy 11.76%
3 Real Estate 11.37%
4 Communication Services 11.23%
5 Financials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
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