SPP

Single Point Partners Portfolio holdings

AUM $506M
1-Year Est. Return 12.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$4.62M
3
+$3.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.54M

Top Sells

1
+$12.5M
2
+$4.27M
3
+$2.92M
4
BA icon
Boeing
BA
+$1.37M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$851K

Sector Composition

1 Communication Services 1.23%
2 Healthcare 0.74%
3 Consumer Discretionary 0.63%
4 Technology 0.53%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
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