S
SharpePoint Portfolio holdings
AUM
$97.2M
1 Year Est. Return
–
AUM
$114M
AUM Growth
+$3.1M
(+2.8%)
Holding
86
Top Buys
| 1 | +$2.96M | |
| 2 | +$1.97M | |
| 3 | +$1.9M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.81M |
| 5 |
Celestica
CLS
|
+$1.61M |
Sector Composition
| 1 | Industrials | 16.03% |
| 2 | Technology | 14.85% |
| 3 | Energy | 8.87% |
| 4 | Healthcare | 8.33% |
| 5 | Consumer Discretionary | 5.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
MindMed
MNMD
$1B
| $64K | 0.06% |
10,165
|
|
||
77
Purple Innovation
PRPL
$93.2M
| $6.92K | 0.01% |
10,460
|
|
||
78
3M
MMM
$82.4B
| – | – |
-8,119
|
|
||
79
Crown Castle
CCI
$43.1B
| – | – |
-2,474
|
|
||
80
Dell
DELL
$99.1B
| – | – |
-12,072
|
|
||
81
Exelon
EXC
$48.7B
| – | – |
-7,782
|
|
||
82
Diamondback Energy
FANG
$40.9B
| – | – |
-5,971
|
|
||
83
Mama's Creations
MAMA
$424M
| – | – |
-18,529
|
|
||
84
TJX Companies
TJX
$160B
| – | – |
-1,882
|
|
||
85
UnitedHealth
UNH
$330B
| – | – |
-440
|
|
||
86
Vanguard Energy ETF
VDE
$7.11B
| – | – |
-3,921
|
|