FPCP

Fort Point Capital Partners Portfolio holdings

AUM $998M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
-$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$8M
3
+$5.92M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.11M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.78M

Top Sells

1
+$5.37M
2
+$4.58M
3
+$3.94M
4
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$3.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.8M

Sector Composition

1 Technology 9.37%
2 Communication Services 5.32%
3 Energy 4.15%
4 Consumer Discretionary 3.89%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
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