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
$103M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.24M
3 +$1.1M
4
FCX icon
Freeport-McMoran
FCX
+$937K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$741K

Sector Composition

1 Energy 4.34%
2 Consumer Staples 1.57%
3 Financials 1.02%
4 Communication Services 1.01%
5 Materials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-15,340