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
$246M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.88M
3
+$739K
4
AVGO icon
Broadcom
AVGO
+$720K
5
ADBE icon
Adobe
ADBE
+$422K

Top Sells

1
+$54.6M
2
+$8.36M
3
+$7.35M
4
NVDA icon
NVIDIA
NVDA
+$4.74M
5
META icon
Meta Platforms (Facebook)
META
+$3.98M

Sector Composition

1 Technology 14.69%
2 Financials 7.18%
3 Healthcare 6.02%
4 Communication Services 3.57%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
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