SPA

Shore Point Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$1.22M
3
+$867K
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$792K
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$610K

Top Sells

1
+$6.57M
2
+$387K
3
+$325K
4
BR icon
Broadridge
BR
+$215K
5
CMCSA icon
Comcast
CMCSA
+$193K

Sector Composition

1 Energy 1.94%
2 Technology 1.37%
3 Industrials 0.85%
4 Consumer Staples 0.59%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
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