SCP

Shorepoint Capital Partners Portfolio holdings

AUM $503M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$7.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$722K
2 +$568K
3 +$495K
4
BMY icon
Bristol-Myers Squibb
BMY
+$442K
5
CVS icon
CVS Health
CVS
+$260K

Top Sells

1 +$1.92M
2 +$641K
3 +$641K
4
AAPL icon
Apple
AAPL
+$620K
5
CARR icon
Carrier Global
CARR
+$501K

Sector Composition

1 Healthcare 20.25%
2 Technology 14.37%
3 Financials 9.83%
4 Industrials 8.87%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.13%
+1,450
77
-21,926
78
-22,561