SPP
Single Point Partners Portfolio holdings
AUM
$457M
This Quarter Return
+16.18%
1 Year Return
+9.55%
3 Year Return
+46.16%
5 Year Return
+68.37%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+19%)
Cap. Flow
+$9.56M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
68.75%
Holding
71
New
9
Increased
24
Reduced
27
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.17M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.47M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.14M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$841K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$751K |
Top Sells
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Communication Services | 1.87% |
| 3 | Industrials | 1.07% |
| 4 | Financials | 1.02% |
| 5 | Healthcare | 0.73% |
