FPS
Fieldpoint Private Securities Portfolio holdings
AUM
$344M
1-Year Est. Return
7.21%
1 Year Est. Return
-7.21%
AUM
$242M
AUM Growth
+$16.1M
(+7.1%)
Holding
406
Top Buys
| 1 | +$1.61M | |
| 2 | +$741K | |
| 3 | +$681K | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$648K |
| 5 |
Microsoft
MSFT
|
+$594K |
Top Sells
| 1 | +$2.08M | |
| 2 | +$1.63M | |
| 3 | +$984K | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$961K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$740K |
Sector Composition
| 1 | Technology | 12.91% |
| 2 | Financials | 10.82% |
| 3 | Healthcare | 7.52% |
| 4 | Energy | 6.4% |
| 5 | Industrials | 6.21% |