SPP
Single Point Partners Portfolio holdings
AUM
$457M
This Quarter Return
+6.02%
1 Year Return
+9.55%
3 Year Return
+46.16%
5 Year Return
+68.37%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+9.4%)
Cap. Flow
+$7.13M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
69.71%
Holding
78
New
11
Increased
22
Reduced
29
Closed
7
Top Buys
| 1 |
IBHC
iShares iBonds 2023 Term High Yield and Income ETF
IBHC
|
$18M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.44M |
| 3 |
Apple
AAPL
|
$2.02M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.32M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 2.26% |
| 2 | Communication Services | 1.6% |
| 3 | Financials | 0.96% |
| 4 | Industrials | 0.93% |
| 5 | Healthcare | 0.92% |