We are live on ! Find out more
FPCP

Fort Point Capital Partners Portfolio holdings

AUM $762M
1-Year Est. Return 16.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$779M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$6.23M
3
+$5.49M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.76M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.63M

Top Sells

1
+$4.87M
2
+$3.24M
3
+$2.1M
4
TJX icon
TJX Companies
TJX
+$1.42M
5
LLY icon
Eli Lilly
LLY
+$1.2M

Sector Composition

1 Technology 7.38%
2 Consumer Staples 4.63%
3 Energy 4.18%
4 Financials 4.12%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-2,585
327
– –
-252
328
– –
-4,817
329
– –
-2,505
330
– –
-3,239
331
– –
-4,008
10 11 12 13
14