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
$779M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Sells

1 +$4.87M
2 +$3.26M
3 +$2.18M
4
TJX icon
TJX Companies
TJX
+$1.55M
5
LLY icon
Eli Lilly
LLY
+$1.36M

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
-5,909
327
-2,753
328
-4,817
329
-1,866
330
-2,585
331
-252