S
SharpePoint Portfolio holdings
AUM
$167M
1-Year Est. Return
37.25%
This Fund
S&P 500
1 Year Est. Return
+37.25%
AUM
$167M
AUM Growth
+$56M
(+51%)
Holding
86
Top Buys
| 1 | +$7.44M | |
| 2 | +$5.09M | |
| 3 | +$4.98M | |
| 4 |
CrowdStrike
CRWD
|
+$3.94M |
| 5 |
Western Digital
WDC
|
+$3.73M |
Top Sells
| 1 | +$3.61M | |
| 2 | +$2.83M | |
| 3 | +$1.92M | |
| 4 |
Aecom
ACM
|
+$1.22M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.01M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Industrials | 15.2% |
| 3 | Energy | 6.91% |
| 4 | Healthcare | 5.27% |
| 5 | Communication Services | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI EAFE ETF
EFA
$73.2B
| $236K | 0.14% |
+2,455
|
|
||
77
Textron
TXT
$16.8B
| $229K | 0.14% |
+2,624
|
|
||
78
Xcel Energy
XEL
$48.7B
| $217K | 0.13% |
+2,933
|
|
||
79
Verizon
VZ
$216B
| $215K | 0.13% |
+5,289
|
|
||
80
General Motors
GM
$68.9B
| $212K | 0.13% |
+2,609
|
|
||
|
81
Aecom
ACM
$12.1B
| $209K | 0.13% |
2,194
-10,344
|
|
||
82
Wells Fargo
WFC
$253B
| $201K | 0.12% |
+2,153
|
|
||
|
DFTX
83
Definium Therapeutics
DFTX
$1.73B
| $136K | 0.08% |
+10,135
|
|
||
84
Purple Innovation
PRPL
$76.8M
| $19.9K | 0.01% |
+28,835
|
|
||
85
Bitwise Bitcoin ETF
BITB
$2.73B
| – | – |
-30,854
|
|
||
86
FS KKR Capital
FSK
$3.06B
| – | – |
-42,475
|
|