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
$373M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$25.6M
2 +$16.6M
3 +$7.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.9M
5
CVS icon
CVS Health
CVS
+$5.45M

Top Sells

1 +$2.66M
2 +$1.58M
3 +$1.35M
4
ABBV icon
AbbVie
ABBV
+$1.08M
5
DE icon
Deere & Co
DE
+$1.05M

Sector Composition

1 Technology 16.65%
2 Healthcare 16.47%
3 Financials 10.94%
4 Consumer Discretionary 7.49%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,280
102
-5,864
103
-4,475