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
$437M
AUM Growth
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$1.5M
3 +$1.36M
4
VRT icon
Vertiv
VRT
+$1.21M
5
DELL icon
Dell
DELL
+$1.15M

Top Sells

1 +$2.83M
2 +$2.68M
3 +$1.68M
4
AVGO icon
Broadcom
AVGO
+$1.63M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.51M

Sector Composition

1 Technology 17.66%
2 Healthcare 12.66%
3 Financials 11.23%
4 Consumer Discretionary 7.82%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-471
102
-1,986
103
-76,889