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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.6M
3
+$1.95M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$737K

Top Sells

1
+$4.92M
2
+$4.85M
3
+$4.18M
4
AAPL icon
Apple
AAPL
+$3.56M
5
QCOM icon
Qualcomm
QCOM
+$3.19M

Sector Composition

1 Technology 15.26%
2 Communication Services 7.48%
3 Healthcare 6.25%
4 Consumer Discretionary 2.85%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
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