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SPP

Single Point Partners Portfolio holdings

AUM $503M
1-Year Est. Return 14.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$38.2M
3
+$33.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.8M

Top Sells

1
+$1.82M
2
+$1.73M
3
+$1.51M
4
META icon
Meta Platforms (Facebook)
META
+$1.2M
5
NVDA icon
NVIDIA
NVDA
+$1.11M

Sector Composition

1 Technology 1.3%
2 Communication Services 0.64%
3 Financials 0.53%
4 Consumer Discretionary 0.23%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-2,051
102
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-4,445
103
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-26,130
104
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-2,643
105
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106
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-1,018
107
– –
-12,466
108
– –
-2,132
109
– –
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110
– –
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111
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112
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113
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-4,870
114
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-7,316
115
– –
-4,921
116
– –
-12,700
1 2 3 4
5