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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.96%
2 Energy 1.42%
3 Industrials 1.1%
4 Consumer Staples 1.05%
5 Communication Services 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+43
202
$1K ﹤0.01%
+30
203
$1K ﹤0.01%
+2
204
$1K ﹤0.01%
+30
205
$1K ﹤0.01%
+11
206
$0 ﹤0.01%
+1
207
$0 ﹤0.01%
+3
208
$0 ﹤0.01%
+2
209
$0 ﹤0.01%
+12
210
$0 ﹤0.01%
+25
211
0
212
$0 ﹤0.01%
+3
213
$0 ﹤0.01%
+2
214
$0 ﹤0.01%
+60