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
$401M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$9.22M
2 +$7.04M
3 +$6.75M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.09M

Top Sells

1 +$7.37M
2 +$6.71M
3 +$2.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.43M

Sector Composition

1 Technology 13.86%
2 Consumer Discretionary 5.22%
3 Financials 4.33%
4 Consumer Staples 3.55%
5 Communication Services 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,000