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
$246M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$2.44M
3 +$1,000K
4
LYB icon
LyondellBasell Industries
LYB
+$296K
5
VZ icon
Verizon
VZ
+$292K

Top Sells

1 +$1.89M
2 +$763K
3 +$713K
4
QCOM icon
Qualcomm
QCOM
+$525K
5
AAPL icon
Apple
AAPL
+$454K

Sector Composition

1 Healthcare 16.63%
2 Technology 13.46%
3 Financials 11.22%
4 Industrials 7.5%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$224K 0.09%
+14,961
77
$222K 0.09%
11,000
78
$210K 0.09%
31,000
-8,000
79
$207K 0.08%
+588
80
-21,000
81
-5,462