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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
$278M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.14M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.68M

Top Sells

1
+$2.46M
2
+$1.86M
3
+$1.21M
4
CRM icon
Salesforce
CRM
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$920K

Sector Composition

1 Technology 14.92%
2 Financials 7.28%
3 Healthcare 5.88%
4 Communication Services 3.85%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-3,300
152
– –
-25,910
153
– –
-2,547
154
– –
-1,205
155
– –
-16,388
156
– –
-14,486
157
– –
-1,863
158
– –
-1,099
159
– –
0
160
– –
-10,787
161
– –
0
3 4 5 6
7