SPA
Shore Point Advisors Portfolio holdings
AUM
$253M
1-Year Est. Return
16.91%
This Fund
S&P 500
1 Year Est. Return
+16.91%
AUM
$236M
AUM Growth
+$10.2M
(+4.5%)
Holding
77
Top Buys
| 1 | +$19.3M | |
| 2 | +$9.56M | |
| 3 | +$8.83M | |
| 4 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
+$6.39M |
| 5 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$4.73M |
Top Sells
| 1 | +$8.47M | |
| 2 | +$291K | |
| 3 | +$258K | |
| 4 |
ETHW
Bitwise Ethereum ETF
ETHW
|
+$211K |
| 5 |
Netflix
NFLX
|
+$201K |
Sector Composition
| 1 | Technology | 1.61% |
| 2 | Energy | 0.96% |
| 3 | Healthcare | 0.7% |
| 4 | Financials | 0.54% |
| 5 | Utilities | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Netflix
NFLX
$420B
| – | – |
-1,680
|
|
||
|
ETHW
77
Bitwise Ethereum ETF
ETHW
$242M
| – | – |
-7,060
|
|