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
$223M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.86%
2 Technology 12.75%
3 Financials 11.21%
4 Industrials 8.12%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.1%
+1,506
77
$229K 0.1%
+1,139
78
$223K 0.1%
+11,000