FPCP
Fort Point Capital Partners Portfolio holdings
AUM
$998M
This Quarter Return
+4.1%
1 Year Return
+11.96%
3 Year Return
+51.4%
5 Year Return
+88.26%
10 Year Return
+182.69%
AUM
$97.4M
AUM Growth
–
Cap. Flow
+$97.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.4%
Holding
37
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$30.2M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$27.1M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.67M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$5.91M |
| 5 |
Plains All American Pipeline
PAA
|
$2.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.46% |
| 2 | Communication Services | 0.55% |
| 3 | Financials | 0.52% |
| 4 | Technology | 0.38% |
