SPP
Single Point Partners Portfolio holdings
AUM
$457M
This Quarter Return
+5.8%
1 Year Return
+9.55%
3 Year Return
+46.16%
5 Year Return
+68.37%
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.43%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$39.7M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$19M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$16.8M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$14.3M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$8.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 1.88% |
| 2 | Technology | 1.61% |
| 3 | Industrials | 1.61% |
| 4 | Financials | 1.12% |
| 5 | Healthcare | 1% |
