FPA
Fieldpoint Private Advisors Portfolio holdings
AUM
$1.94M
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$37M
AUM Growth
-$114M
(-76%)
Holding
76
Top Buys
| 1 | +$4M | |
| 2 | +$1.72M | |
| 3 | +$595K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$83K |
| 5 |
PayPal
PYPL
|
+$77K |
Top Sells
| 1 | +$5.57M | |
| 2 | +$4.83M | |
| 3 | +$4.7M | |
| 4 |
Microsoft
MSFT
|
+$4.55M |
| 5 |
CME Group
CME
|
+$4.23M |
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Industrials | 13.09% |
| 3 | Financials | 8.66% |
| 4 | Communication Services | 8.12% |
| 5 | Consumer Staples | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Johnson & Johnson
JNJ
$527B
| – | – |
-2,450
|
|